Boston Trust Walden’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4M | Buy |
566,732
+7,250
| +1% | +$837K | 0.47% | 75 |
|
|
2025
Q1 | $65M | Sell |
559,482
-4,702
| -0.8% | -$546K | 0.48% | 73 |
|
|
2024
Q4 | $61.7M | Buy |
564,184
+852
| +0.2% | +$93.1K | 0.43% | 80 |
|
|
2024
Q3 | $58.1M | Sell |
563,332
-12,857
| -2% | -$1.33M | 0.4% | 96 |
|
|
2024
Q2 | $53.7M | Buy |
576,189
+7,194
| +1% | +$670K | 0.4% | 100 |
|
|
2024
Q1 | $52.9M | Sell |
568,995
-2,789
| -0.5% | -$259K | 0.38% | 107 |
|
|
2023
Q4 | $56.2M | Buy |
571,784
+1,822
| +0.3% | +$179K | 0.42% | 85 |
|
|
2023
Q3 | $53.4M | Buy |
569,962
+24,882
| +5% | +$2.33M | 0.45% | 76 |
|
|
2023
Q2 | $55.9M | Buy |
545,080
+23,320
| +4% | +$2.39M | 0.46% | 72 |
|
|
2023
Q1 | $56.5M | Buy |
521,760
+14,770
| +3% | +$1.6M | 0.49% | 67 |
|
|
2022
Q4 | $54.7M | Buy |
506,990
+281
| +0.1% | +$30.3K | 0.48% | 66 |
|
|
2022
Q3 | $50.2M | Sell |
506,709
-71,401
| -12% | -$7.07M | 0.5% | 65 |
|
|
2022
Q2 | $61.2M | Buy |
578,110
+6,893
| +1% | +$730K | 0.58% | 55 |
|
|
2022
Q1 | $65.9M | Buy |
571,217
+32,429
| +6% | +$3.74M | 0.54% | 60 |
|
|
2021
Q4 | $61.1M | Sell |
538,788
-785
| -0.1% | -$88.9K | 0.49% | 63 |
|
|
2021
Q3 | $55.8M | Buy |
539,573
+148,408
| +38% | +$15.3M | 0.49% | 65 |
|
|
2021
Q2 | $38.1M | Buy |
391,165
+1,995
| +0.5% | +$195K | 0.34% | 107 |
|
|
2021
Q1 | $38.9M | Buy |
389,170
+240,376
| +162% | +$24M | 0.38% | 93 |
|
|
2020
Q4 | $14.3M | Buy |
+148,794
| New | +$14.3M | 0.15% | 186 |
|