Buffington Mohr McNeal’s Idacorp IDA Stock Holding History

Buffington Mohr McNeal’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$2.54M	Buy	21,871 +16,950	+344%	+$1.97M	0.5%	39
2024 Q4	$538K	Sell	4,921 -51	-1%	-$5.57K	0.09%	90
2024 Q3	$513K	Sell	4,972 -511	-9%	-$52.7K	0.08%	95
2024 Q2	$511K	Sell	5,483 -100	-2%	-$9.32K	0.09%	89
2024 Q1	$519K	Sell	5,583 -139	-2%	-$12.9K	0.09%	91
2023 Q4	$563K	Hold	5,722	–	–	0.11%	81
2023 Q3	$536K	Buy	5,722 +210	+4%	+$19.7K	0.12%	89
2023 Q2	$566K	Buy	5,512 +224	+4%	+$23K	0.12%	91
2023 Q1	$573K	Hold	5,288	–	–	0.13%	90
2022 Q4	$570K	Hold	5,288	–	–	0.13%	94
2022 Q3	$524K	Buy	5,288 +75	+1%	+$7.43K	0.13%	93
2022 Q2	$552K	Sell	5,213 -25	-0.5%	-$2.65K	0.12%	92
2022 Q1	$604K	Hold	5,238	–	–	0.11%	89
2021 Q4	$594K	Sell	5,238 -400	-7%	-$45.4K	0.1%	96
2021 Q3	$583K	Sell	5,638 -100	-2%	-$10.3K	0.11%	86
2021 Q2	$559K	Hold	5,738	–	–	0.11%	91
2021 Q1	$574K	Sell	5,738 -60	-1%	-$6K	0.12%	88
2020 Q4	$557K	Hold	5,798	–	–	0.13%	85
2020 Q3	$463K	Sell	5,798 -1,796	-24%	-$143K	0.12%	89
2020 Q2	$663K	Buy	7,594 +113	+2%	+$9.87K	0.19%	78
2020 Q1	$657K	Hold	7,481	–	–	0.22%	69
2019 Q4	$799K	Hold	7,481	–	–	0.23%	70
2019 Q3	$843K	Hold	7,481	–	–	0.26%	62
2019 Q2	$751K	Hold	7,481	–	–	0.23%	71
2019 Q1	$745K	Hold	7,481	–	–	0.24%	72
2018 Q4	$696K	Hold	7,481	–	–	0.28%	72
2018 Q3	$742K	Hold	7,481	–	–	0.26%	70
2018 Q2	$690K	Buy	7,481 +20	+0.3%	+$1.85K	0.26%	70
2018 Q1	$659K	Hold	7,461	–	–	0.25%	70
2017 Q4	$682K	Hold	7,461	–	–	0.26%	68
2017 Q3	$695K	Sell	7,461 -343	-4%	-$32K	0.27%	66
2017 Q2	$666K	Sell	7,804 -598	-7%	-$51K	0.26%	78
2017 Q1	$697K	Buy	8,402 +341	+4%	+$28.3K	0.31%	66
2016 Q4	$649K	Buy	8,061 +33	+0.4%	+$2.66K	0.25%	69
2016 Q3	$628K	Sell	8,028 -1,500	-16%	-$117K	0.26%	68
2016 Q2	$775K	Hold	9,528	–	–	0.34%	60
2016 Q1	$710K	Buy	9,528 +300	+3%	+$22.4K	0.31%	62
2015 Q4	$628K	Hold	9,228	–	–	0.34%	52
2015 Q3	$597K	Buy	9,228 +6,718	+268%	+$435K	0.39%	40
2015 Q2	$140K	Hold	2,510	–	–	0.08%	77
2015 Q1	$158K	Hold	2,510	–	–	0.09%	74
2014 Q4	$166K	Sell	2,510 -500	-17%	-$33.1K	0.1%	62
2014 Q3	$161K	Hold	3,010	–	–	0.09%	61
2014 Q2	$174K	Sell	3,010 -500	-14%	-$28.9K	0.1%	60
2014 Q1	$195K	Hold	3,510	–	–	0.12%	58
2013 Q4	$182K	Hold	3,510	–	–	0.11%	57
2013 Q3	$170K	Buy	+3,510	New	+$170K	0.11%	61