CFGS
IDA icon

Concourse Financial Group Securities’s Idacorp IDA Stock Holding History

Concourse Financial Group Securities’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$1.61K – 983
2024
Q4 		$1.61K Buy
15
+2
+15% +$220 ﹤0.01% 2040
2024
Q3 		$1.34K Sell
13
-15
-54% -$1.5K ﹤0.01% 2032
2024
Q2 		$2.61K Buy
28
+5
+22% +$469 ﹤0.01% 1994
2024
Q1 		$2.14K Buy
23
+4
+21% +$366 ﹤0.01% 2039
2023
Q4 		$1.87K Buy
19
+5
+36% +$484 ﹤0.01% 2026
2023
Q3 		$1.31K Sell
14
-16
-53% -$1.58K ﹤0.01% 2063
2023
Q2 		$3.08K Buy
30
+2
+7% +$215 ﹤0.01% 1942
2023
Q1 		$3.03K Buy
28
+2
+8% +$210 ﹤0.01% 1981
2022
Q4 		$2.8K Buy
26
+15
+136% +$1.55K ﹤0.01% 1981
2022
Q3 		$1K Buy
+11
New +$1.2K ﹤0.01% 1887
2022
Q2 		– Sell
-38
Closed -$4.11K – 2238
2022
Q1 		$4K Hold
38
– – ﹤0.01% 1899
2021
Q4 		$4K Hold
38
– – ﹤0.01% 2092
2021
Q3 		$4K Buy
+38
New +$3.97K ﹤0.01% 2120
2021
Q2 		– Sell
-11
Closed -$1.1K – 2387
2021
Q1 		$1K Hold
11
– – ﹤0.01% 2245
2020
Q4 		$1K Sell
11
-10
-48% -$910 ﹤0.01% 2193
2020
Q3 		$2K Buy
+21
New +$1.85K ﹤0.01% 2001

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Concourse Financial Group Securities's IDA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Idacorp (IDA) in Q1 2025, closing a stake of 15 shares — an estimated $1.61K sold.

Concourse Financial Group Securities first reported a position in IDA in Q3 2020 and held it in 16 quarters. The position peaked at $4K in Q1 2022. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 15 Idacorp shares in Q1 2025, an estimated $1.61K.
  • Concourse Financial Group Securities first reported a position in Idacorp in Q3 2020 and held it in 16 quarters.
  • Concourse Financial Group Securities's Idacorp position peaked at $4K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.