Buckley Wealth Management’s Idacorp IDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.5M	Buy	39,005 +3,915	+11%	+$452K	1.35%	17
2025 Q1	$4.08M	Sell	35,090 -500	-1%	-$58.1K	1.27%	17
2024 Q4	$3.89M	Hold	35,590	–	–	1.19%	17
2024 Q3	$3.67M	Sell	35,590 -2,200	-6%	-$227K	1.13%	19
2024 Q2	$3.52M	Sell	37,790 -635	-2%	-$59.2K	1.12%	20
2024 Q1	$3.57M	Buy	38,425 +28,125	+273%	+$2.61M	1.14%	19
2023 Q4	$1.01M	Buy	10,300 +100	+1%	+$9.83K	0.35%	52
2023 Q3	$955K	Hold	10,200	–	–	0.36%	50
2023 Q2	$1.05M	Hold	10,200	–	–	0.36%	50
2023 Q1	$1.1M	Sell	10,200 -100	-1%	-$10.8K	0.41%	39
2022 Q4	$1.11M	Hold	10,300	–	–	0.4%	38
2022 Q3	$1.02M	Hold	10,300	–	–	0.38%	40
2022 Q2	$1.09M	Sell	10,300 -500	-5%	-$53K	0.35%	51
2022 Q1	$1.25M	Hold	10,800	–	–	0.34%	54
2021 Q4	$1.22M	Hold	10,800	–	–	0.36%	49
2021 Q3	$1.12M	Sell	10,800 -100	-0.9%	-$10.3K	0.36%	45
2021 Q2	$1.06M	Hold	10,900	–	–	0.36%	44
2021 Q1	$1.09M	Buy	+10,900	New	+$1.09M	0.4%	43
2020 Q1	–	Sell	-3,502	Closed	-$374K	–	130
2019 Q4	$374K	Hold	3,502	–	–	0.17%	98
2019 Q3	$395K	Hold	3,502	–	–	0.19%	93
2019 Q2	$352K	Sell	3,502 -100	-3%	-$10.1K	0.16%	114
2019 Q1	$359K	Hold	3,602	–	–	0.17%	104
2018 Q4	$335K	Sell	3,602 -167	-4%	-$15.5K	0.17%	105
2018 Q3	$374K	Hold	3,769	–	–	0.16%	115
2018 Q2	$348K	Hold	3,769	–	–	0.16%	119
2018 Q1	$333K	Buy	3,769 +1,227	+48%	+$108K	0.16%	122
2017 Q4	$232K	Buy	+2,542	New	+$232K	0.12%	150