Congress Asset Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
19,780
+13
| +0.1% | +$1.5K | 0.02% | 275 |
|
2025
Q1 | $2.3M | Sell |
19,767
-91
| -0.5% | -$10.6K | 0.02% | 266 |
|
2024
Q4 | $2.17M | Buy |
19,858
+883
| +5% | +$96.5K | 0.01% | 278 |
|
2024
Q3 | $1.96M | Sell |
18,975
-187
| -1% | -$19.3K | 0.01% | 281 |
|
2024
Q2 | $1.78M | Sell |
19,162
-218
| -1% | -$20.3K | 0.01% | 282 |
|
2024
Q1 | $1.8M | Buy |
19,380
+239
| +1% | +$22.2K | 0.01% | 281 |
|
2023
Q4 | $1.88M | Buy |
19,141
+55
| +0.3% | +$5.41K | 0.01% | 293 |
|
2023
Q3 | $1.79M | Buy |
19,086
+27
| +0.1% | +$2.53K | 0.02% | 284 |
|
2023
Q2 | $1.96M | Buy |
19,059
+248
| +1% | +$25.4K | 0.02% | 282 |
|
2023
Q1 | $2.04M | Buy |
18,811
+1,882
| +11% | +$204K | 0.02% | 281 |
|
2022
Q4 | $1.83M | Buy |
16,929
+138
| +0.8% | +$14.9K | 0.02% | 288 |
|
2022
Q3 | $1.66M | Buy |
16,791
+190
| +1% | +$18.8K | 0.02% | 281 |
|
2022
Q2 | $1.76M | Hold |
16,601
| – | – | 0.02% | 287 |
|
2022
Q1 | $1.92M | Sell |
16,601
-508
| -3% | -$58.6K | 0.02% | 283 |
|
2021
Q4 | $1.94M | Buy |
17,109
+1,735
| +11% | +$197K | 0.01% | 283 |
|
2021
Q3 | $1.59M | Buy |
15,374
+614
| +4% | +$63.5K | 0.01% | 284 |
|
2021
Q2 | $1.44M | Buy |
+14,760
| New | +$1.44M | 0.01% | 289 |
|
2019
Q3 | – | Sell |
-7,510
| Closed | -$754K | – | 353 |
|
2019
Q2 | $754K | Sell |
7,510
-12,345
| -62% | -$1.24M | 0.01% | 305 |
|
2019
Q1 | $1.98M | Sell |
19,855
-334
| -2% | -$33.2K | 0.03% | 269 |
|
2018
Q4 | $1.88M | Buy |
20,189
+935
| +5% | +$87K | 0.03% | 274 |
|
2018
Q3 | $1.91M | Buy |
19,254
+1,660
| +9% | +$165K | 0.02% | 280 |
|
2018
Q2 | $1.62M | Sell |
17,594
-435
| -2% | -$40.1K | 0.02% | 284 |
|
2018
Q1 | $1.59M | Buy |
18,029
+335
| +2% | +$29.6K | 0.02% | 292 |
|
2017
Q4 | $1.62M | Sell |
17,694
-310
| -2% | -$28.3K | 0.02% | 277 |
|
2017
Q3 | $1.58M | Buy |
+18,004
| New | +$1.58M | 0.02% | 284 |
|