Buckley Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.69M | Sell |
37,605
-200
| -0.5% | -$28.8K | 1.41% | 17 |
|
|
2026
Q1 | $5.4M | Hold |
37,805
| – | – | 1.38% | 18 |
|
|
2025
Q4 | $4.78M | Sell |
37,805
-200
| -0.5% | -$26K | 1.27% | 18 |
|
|
2025
Q3 | $5.02M | Sell |
38,005
-1,000
| -3% | -$124K | 1.38% | 16 |
|
|
2025
Q2 | $4.5M | Buy |
39,005
+3,915
| +11% | +$454K | 1.35% | 17 |
|
|
2025
Q1 | $4.08M | Sell |
35,090
-500
| -1% | -$56K | 1.27% | 17 |
|
|
2024
Q4 | $3.89M | Hold |
35,590
| – | – | 1.19% | 17 |
|
|
2024
Q3 | $3.67M | Sell |
35,590
-2,200
| -6% | -$220K | 1.13% | 19 |
|
|
2024
Q2 | $3.52M | Sell |
37,790
-635
| -2% | -$59.6K | 1.12% | 20 |
|
|
2024
Q1 | $3.57M | Buy |
38,425
+28,125
| +273% | +$2.58M | 1.14% | 19 |
|
|
2023
Q4 | $1.01M | Buy |
10,300
+100
| +1% | +$9.68K | 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% | -$10.5K | 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% | -$54K | 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% | -$10.4K | 0.36% | 45 |
|
|
2021
Q2 | $1.06M | Hold |
10,900
| – | – | 0.36% | 44 |
|
|
2021
Q1 | $1.09M | Buy |
+10,900
| New | +$996K | 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% | -$16.3K | 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% | +$104K | 0.16% | 122 |
|
|
2017
Q4 | $232K | Buy |
+2,542
| New | +$238K | 0.12% | 150 |
|
Other funds holding IDA
WHRC
Buckley Wealth Management's IDA Position: Q2 2026 in Review
Buckley Wealth Management reduced its Idacorp (IDA) stake by 0.53% in Q2 2026, selling an estimated $28.8K and leaving 37,605 shares worth $5.69M. The position accounts for 1.41% of the portfolio, ranked #17.
Buckley Wealth Management first reported a position in IDA in Q4 2017 and has held it in 31 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.
- Buckley Wealth Management held 37,605 shares of Idacorp worth $5.69M as of Q2 2026.
- Buckley Wealth Management sold 200 Idacorp shares in Q2 2026, an estimated $28.8K.
- Idacorp made up 1.41% of Buckley Wealth Management's portfolio in Q2 2026, its #17 holding.
- Buckley Wealth Management first reported a position in Idacorp in Q4 2017 and has held it in 31 quarters since.
- 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.