Concourse Financial Group Securities’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,746
| Closed | -$63.2K | – | 590 |
|
|
2024
Q4 | $63.2K | Sell |
1,746
-10
| -0.6% | -$362 | ﹤0.01% | 1109 |
|
|
2024
Q3 | $68K | Sell |
1,756
-27
| -2% | -$1.05K | ﹤0.01% | 1064 |
|
|
2024
Q2 | $61.7K | Buy |
1,783
+248
| +16% | +$8.58K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $53.8K | Buy |
1,535
+472
| +44% | +$16.5K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $38K | Buy |
1,063
+640
| +151% | +$22.9K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $13.7K | Buy |
423
+67
| +19% | +$2.17K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $14K | Buy |
356
+239
| +204% | +$9.39K | ﹤0.01% | 1563 |
|
|
2023
Q1 | $4.97K | Buy |
117
+65
| +125% | +$2.76K | ﹤0.01% | 1868 |
|
|
2022
Q4 | $2.31K | Sell |
52
-19
| -27% | -$842 | ﹤0.01% | 2005 |
|
|
2022
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1939 |
|
|
2022
Q1 | $3K | Buy |
71
+52
| +274% | +$2.2K | ﹤0.01% | 1935 |
|
|
2021
Q4 | $1K | Sell |
19
-6
| -24% | -$316 | ﹤0.01% | 2263 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2263 |
|
|
2021
Q1 | $1K | Buy |
25
+5
| +25% | +$200 | ﹤0.01% | 2202 |
|
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2154 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2423 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$1K | – | 2334 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1860 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2120 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2344 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1878 |
|