Columbia Advisory Partners’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
9,501
| – | – | 0.27% | 58 |
|
|
2025
Q1 | $398K | Buy |
9,501
+92
| +1% | +$3.85K | 0.34% | 43 |
|
|
2024
Q4 | $345K | Buy |
9,409
+1,183
| +14% | +$43.3K | 0.32% | 48 |
|
|
2024
Q3 | $319K | Sell |
8,226
-1,847
| -18% | -$71.6K | 0.3% | 42 |
|
|
2024
Q2 | $349K | Buy |
10,073
+892
| +10% | +$30.9K | 0.34% | 36 |
|
|
2024
Q1 | $322K | Buy |
9,181
+627
| +7% | +$22K | 0.33% | 38 |
|
|
2023
Q4 | $306K | Buy |
8,554
+1,862
| +28% | +$66.5K | 0.31% | 44 |
|
|
2023
Q3 | $217K | Hold |
6,692
| – | – | 0.24% | 54 |
|
|
2023
Q2 | $263K | Hold |
6,692
| – | – | 0.28% | 46 |
|
|
2023
Q1 | $284K | Hold |
6,692
| – | – | 0.27% | 49 |
|
|
2022
Q4 | $297K | Hold |
6,692
| – | – | 0.28% | 42 |
|
|
2022
Q3 | $248K | Hold |
6,692
| – | – | 0.3% | 36 |
|
|
2022
Q2 | $291K | Hold |
6,692
| – | – | 0.33% | 29 |
|
|
2022
Q1 | $302K | Hold |
6,692
| – | – | 0.3% | 30 |
|
|
2021
Q4 | $284K | Buy |
+6,692
| New | +$284K | 0.28% | 29 |
|