Cambridge Investment Research Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
9,343
+3,385
| +57% | +$129K | ﹤0.01% | 2843 |
|
2025
Q1 | $249K | Buy |
5,958
+486
| +9% | +$20.3K | ﹤0.01% | 3027 |
|
2024
Q4 | $200K | Buy |
+5,472
| New | +$200K | ﹤0.01% | 3197 |
|
2023
Q3 | – | Sell |
-5,231
| Closed | -$205K | – | 3146 |
|
2023
Q2 | $205K | Buy |
5,231
+4
| +0.1% | +$157 | ﹤0.01% | 2851 |
|
2023
Q1 | $222K | Sell |
5,227
-652
| -11% | -$27.7K | ﹤0.01% | 2740 |
|
2022
Q4 | $261K | Sell |
5,879
-2,087
| -26% | -$92.7K | ﹤0.01% | 2539 |
|
2022
Q3 | $295K | Sell |
7,966
-1,233
| -13% | -$45.7K | ﹤0.01% | 2372 |
|
2022
Q2 | $400K | Buy |
9,199
+621
| +7% | +$27K | ﹤0.01% | 2135 |
|
2022
Q1 | $387K | Sell |
8,578
-239
| -3% | -$10.8K | ﹤0.01% | 2324 |
|
2021
Q4 | $375K | Buy |
8,817
+10
| +0.1% | +$425 | ﹤0.01% | 2335 |
|
2021
Q3 | $345K | Sell |
8,807
-269
| -3% | -$10.5K | ﹤0.01% | 2342 |
|
2021
Q2 | $387K | Buy |
9,076
+86
| +1% | +$3.67K | ﹤0.01% | 2266 |
|
2021
Q1 | $429K | Buy |
8,990
+924
| +11% | +$44.1K | ﹤0.01% | 2009 |
|
2020
Q4 | $324K | Buy |
8,066
+1,175
| +17% | +$47.2K | ﹤0.01% | 2065 |
|
2020
Q3 | $235K | Buy |
6,891
+3
| +0% | +$102 | ﹤0.01% | 2119 |
|
2020
Q2 | $251K | Sell |
6,888
-404
| -6% | -$14.7K | ﹤0.01% | 2027 |
|
2020
Q1 | $310K | Sell |
7,292
-128
| -2% | -$5.44K | ﹤0.01% | 1660 |
|
2019
Q4 | $357K | Buy |
7,420
+391
| +6% | +$18.8K | ﹤0.01% | 1801 |
|
2019
Q3 | $340K | Sell |
7,029
-96
| -1% | -$4.64K | ﹤0.01% | 1736 |
|
2019
Q2 | $318K | Buy |
7,125
+1
| +0% | +$45 | ﹤0.01% | 1713 |
|
2019
Q1 | $289K | Buy |
7,124
+2
| +0% | +$81 | ﹤0.01% | 1837 |
|
2018
Q4 | $303K | Buy |
7,122
+36
| +0.5% | +$1.53K | ﹤0.01% | 1655 |
|
2018
Q3 | $358K | Buy |
7,086
+85
| +1% | +$4.29K | ﹤0.01% | 1669 |
|
2018
Q2 | $369K | Hold |
7,001
| – | – | ﹤0.01% | 1592 |
|
2018
Q1 | $359K | Sell |
7,001
-300
| -4% | -$15.4K | ﹤0.01% | 1536 |
|
2017
Q4 | $376K | Sell |
7,301
-18
| -0.2% | -$927 | ﹤0.01% | 1488 |
|
2017
Q3 | $379K | Sell |
7,319
-733
| -9% | -$38K | 0.01% | 1404 |
|
2017
Q2 | $342K | Sell |
8,052
-142
| -2% | -$6.03K | 0.01% | 1432 |
|
2017
Q1 | $320K | Buy |
8,194
+196
| +2% | +$7.65K | 0.01% | 1328 |
|
2016
Q4 | $320K | Buy |
7,998
+3,003
| +60% | +$120K | 0.01% | 1235 |
|
2016
Q3 | $209K | Buy |
+4,995
| New | +$209K | ﹤0.01% | 1521 |
|