Bank of Montreal’s Avista AVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $502K | Buy |
13,215
+519
| +4% | +$19.7K | ﹤0.01% | 2009 |
|
2025
Q1 | $532K | Buy |
12,696
+2,353
| +23% | +$98.5K | ﹤0.01% | 1922 |
|
2024
Q4 | $379K | Buy |
10,343
+1,512
| +17% | +$55.4K | ﹤0.01% | 2134 |
|
2024
Q3 | $342K | Sell |
8,831
-2,504
| -22% | -$97K | ﹤0.01% | 2385 |
|
2024
Q2 | $392K | Sell |
11,335
-6,637
| -37% | -$230K | ﹤0.01% | 2309 |
|
2024
Q1 | $630K | Sell |
17,972
-7,210
| -29% | -$253K | ﹤0.01% | 2010 |
|
2023
Q4 | $905K | Sell |
25,182
-689
| -3% | -$24.7K | ﹤0.01% | 1767 |
|
2023
Q3 | $905K | Sell |
25,871
-554
| -2% | -$19.4K | ﹤0.01% | 1783 |
|
2023
Q2 | $1.12M | Sell |
26,425
-3,974
| -13% | -$169K | ﹤0.01% | 1820 |
|
2023
Q1 | $1.29M | Buy |
30,399
+3,555
| +13% | +$151K | ﹤0.01% | 1689 |
|
2022
Q4 | $1.2M | Buy |
26,844
+1,812
| +7% | +$81K | ﹤0.01% | 1762 |
|
2022
Q3 | $1.02K | Sell |
25,032
-23,319
| -48% | -$952 | ﹤0.01% | 1827 |
|
2022
Q2 | $2.1K | Buy |
48,351
+10,759
| +29% | +$466 | ﹤0.01% | 1571 |
|
2022
Q1 | $1.71M | Buy |
37,592
+8,137
| +28% | +$371K | ﹤0.01% | 1661 |
|
2021
Q4 | $1.26M | Sell |
29,455
-10,128
| -26% | -$432K | ﹤0.01% | 1767 |
|
2021
Q3 | $1.58M | Buy |
39,583
+2,821
| +8% | +$113K | ﹤0.01% | 2049 |
|
2021
Q2 | $1.6M | Buy |
36,762
+11,416
| +45% | +$497K | ﹤0.01% | 2076 |
|
2021
Q1 | $1.21M | Buy |
25,346
+2,904
| +13% | +$138K | ﹤0.01% | 1779 |
|
2020
Q4 | $896K | Buy |
22,442
+16,940
| +308% | +$676K | ﹤0.01% | 1956 |
|
2020
Q3 | $189K | Sell |
5,502
-2,814
| -34% | -$96.7K | ﹤0.01% | 2398 |
|
2020
Q2 | $293K | Buy |
8,316
+5,867
| +240% | +$207K | ﹤0.01% | 2205 |
|
2020
Q1 | $102K | Sell |
2,449
-8,719
| -78% | -$363K | ﹤0.01% | 2312 |
|
2019
Q4 | $536K | Buy |
11,168
+2,649
| +31% | +$127K | ﹤0.01% | 2200 |
|
2019
Q3 | $412K | Buy |
8,519
+247
| +3% | +$11.9K | ﹤0.01% | 2104 |
|
2019
Q2 | $369K | Buy |
8,272
+5,701
| +222% | +$254K | ﹤0.01% | 2205 |
|
2019
Q1 | $104K | Sell |
2,571
-851
| -25% | -$34.4K | ﹤0.01% | 2657 |
|
2018
Q4 | $145K | Sell |
3,422
-114
| -3% | -$4.83K | ﹤0.01% | 2467 |
|
2018
Q3 | $179K | Sell |
3,536
-275
| -7% | -$13.9K | ﹤0.01% | 2534 |
|
2018
Q2 | $202K | Sell |
3,811
-6,707
| -64% | -$356K | ﹤0.01% | 2465 |
|
2018
Q1 | $539K | Buy |
10,518
+559
| +6% | +$28.6K | ﹤0.01% | 2025 |
|
2017
Q4 | $513K | Buy |
9,959
+7,233
| +265% | +$373K | ﹤0.01% | 2049 |
|
2017
Q3 | $141K | Sell |
2,726
-329
| -11% | -$17K | ﹤0.01% | 2585 |
|
2017
Q2 | $130K | Sell |
3,055
-43,825
| -93% | -$1.86M | ﹤0.01% | 2609 |
|
2017
Q1 | $1.83M | Buy |
46,880
+21,044
| +81% | +$821K | ﹤0.01% | 1472 |
|
2016
Q4 | $1.05M | Buy |
25,836
+22,468
| +667% | +$909K | ﹤0.01% | 1704 |
|
2016
Q3 | $141K | Sell |
3,368
-658
| -16% | -$27.5K | ﹤0.01% | 2370 |
|
2016
Q2 | $181K | Buy |
4,026
+10
| +0.2% | +$450 | ﹤0.01% | 2294 |
|
2016
Q1 | $164K | Buy |
4,016
+1,799
| +81% | +$73.5K | ﹤0.01% | 2380 |
|
2015
Q4 | $78K | Buy |
2,217
+380
| +21% | +$13.4K | ﹤0.01% | 2685 |
|
2015
Q3 | $61K | Hold |
1,837
| – | – | ﹤0.01% | 2619 |
|
2015
Q2 | $56K | Hold |
1,837
| – | – | ﹤0.01% | 2764 |
|
2015
Q1 | $63K | Sell |
1,837
-10,803
| -85% | -$370K | ﹤0.01% | 2622 |
|
2014
Q4 | $447K | Buy |
12,640
+55
| +0.4% | +$1.95K | ﹤0.01% | 1797 |
|
2014
Q3 | $384K | Sell |
12,585
-7,580
| -38% | -$231K | ﹤0.01% | 1828 |
|
2014
Q2 | $675K | Buy |
20,165
+3,876
| +24% | +$130K | ﹤0.01% | 1609 |
|
2014
Q1 | $500K | Buy |
16,289
+600
| +4% | +$18.4K | ﹤0.01% | 1626 |
|
2013
Q4 | $443K | Buy |
15,689
+77
| +0.5% | +$2.17K | ﹤0.01% | 1605 |
|
2013
Q3 | $412K | Sell |
15,612
-620
| -4% | -$16.4K | ﹤0.01% | 1572 |
|
2013
Q2 | $439K | Buy |
+16,232
| New | +$439K | ﹤0.01% | 1505 |
|