Cetera Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,093
| Closed | -$433K | – | 1406 |
|
|
2022
Q2 | $433K | Buy |
4,093
+14
| +0.3% | +$1.51K | 0.01% | 906 |
|
|
2022
Q1 | $471K | Buy |
4,079
+132
| +3% | +$14.4K | 0.01% | 909 |
|
|
2021
Q4 | $447K | Buy |
3,947
+123
| +3% | +$13.1K | 0.01% | 940 |
|
|
2021
Q3 | $395K | Buy |
3,824
+23
| +0.6% | +$2.4K | 0.01% | 970 |
|
|
2021
Q2 | $371K | Sell |
3,801
-58
| -2% | -$5.81K | 0.01% | 950 |
|
|
2021
Q1 | $386K | Buy |
3,859
+137
| +4% | +$12.5K | 0.01% | 850 |
|
|
2020
Q4 | $357K | Buy |
3,722
+23
| +0.6% | +$2.09K | 0.01% | 766 |
|
|
2020
Q3 | $296K | Sell |
3,699
-5,135
| -58% | -$452K | 0.01% | 733 |
|
|
2020
Q2 | $772K | Buy |
8,834
+37
| +0.4% | +$3.34K | 0.03% | 423 |
|
|
2020
Q1 | $772K | Sell |
8,797
-1,078
| -11% | -$111K | 0.04% | 368 |
|
|
2019
Q4 | $1.05M | Sell |
9,875
-7
| -0.1% | -$748 | 0.05% | 359 |
|
|
2019
Q3 | $1.11M | Buy |
9,882
+7
| +0.1% | +$746 | 0.05% | 336 |
|
|
2019
Q2 | $993K | Sell |
9,875
-1,432
| -13% | -$144K | 0.04% | 376 |
|
|
2019
Q1 | $1.13M | Buy |
11,307
+557
| +5% | +$54.1K | 0.06% | 312 |
|
|
2018
Q4 | $1M | Sell |
10,750
-150
| -1% | -$14.6K | 0.06% | 312 |
|
|
2018
Q3 | $1.08M | Buy |
10,900
+5,400
| +98% | +$520K | 0.05% | 338 |
|
|
2018
Q2 | $506K | Buy |
5,500
+632
| +13% | +$56.7K | 0.03% | 501 |
|
|
2018
Q1 | $430K | Buy |
4,868
+116
| +2% | +$9.79K | 0.03% | 512 |
|
|
2017
Q4 | $432K | Sell |
4,752
-140
| -3% | -$13.1K | 0.03% | 483 |
|
|
2017
Q3 | $433K | Buy |
4,892
+1
| +0% | +$87 | 0.03% | 508 |
|
|
2017
Q2 | $419K | Sell |
4,891
-550
| -10% | -$47.2K | 0.03% | 514 |
|
|
2017
Q1 | $452K | Sell |
5,441
-124
| -2% | -$9.99K | 0.03% | 468 |
|
|
2016
Q4 | $447K | Hold |
5,565
| – | – | 0.03% | 438 |
|
|
2016
Q3 | $437K | Hold |
5,565
| – | – | 0.03% | 451 |
|
|
2016
Q2 | $451K | Sell |
5,565
-599
| -10% | -$44.2K | 0.04% | 437 |
|
|
2016
Q1 | $458K | Sell |
6,164
-50
| -0.8% | -$3.53K | 0.04% | 421 |
|
|
2015
Q4 | $425K | Buy |
6,214
+872
| +16% | +$58.7K | 0.04% | 440 |
|
|
2015
Q3 | $344K | Buy |
5,342
+130
| +2% | +$7.84K | 0.03% | 453 |
|
|
2015
Q2 | $293K | Buy |
5,212
+140
| +3% | +$8.34K | 0.03% | 529 |
|
|
2015
Q1 | $320K | Buy |
5,072
+473
| +10% | +$30.4K | 0.03% | 484 |
|
|
2014
Q4 | $305K | Buy |
4,599
+226
| +5% | +$13.9K | 0.03% | 480 |
|
|
2014
Q3 | $233K | Hold |
4,373
| – | – | 0.02% | 508 |
|
|
2014
Q2 | $254K | Buy |
+4,373
| New | +$242K | 0.03% | 480 |
|
Other funds holding IDA
GKIM
Cetera Advisors's IDA Position: Q3 2022 in Review
Cetera Advisors sold out of Idacorp (IDA) in Q3 2022, closing a stake of 4,093 shares — an estimated $433K sold.
Cetera Advisors first reported a position in IDA in Q2 2014 and held it in 33 quarters. The position peaked at $1.13M in Q1 2019. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.
- Cetera Advisors reported no remaining Idacorp position as of Q3 2022 after selling out during the quarter.
- Cetera Advisors sold 4,093 Idacorp shares in Q3 2022, an estimated $433K.
- Cetera Advisors first reported a position in Idacorp in Q2 2014 and held it in 33 quarters.
- Cetera Advisors's Idacorp position peaked at $1.13M in Q1 2019.
- 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.
Based on Cetera Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.