Corient Private Wealth’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
5,749
+563
| +11% | +$65.2K | ﹤0.01% | 1640 |
|
|
2025
Q1 | $603K | Buy |
5,186
+582
| +13% | +$67.6K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $503K | Sell |
4,604
-4,534
| -50% | -$496K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $942K | Buy |
9,138
+4,204
| +85% | +$433K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $460K | Buy |
4,934
+158
| +3% | +$14.7K | ﹤0.01% | 1691 |
|
|
2024
Q1 | $444K | Sell |
4,776
-576
| -11% | -$53.5K | ﹤0.01% | 1691 |
|
|
2023
Q4 | $526K | Sell |
5,352
-579
| -10% | -$56.9K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $555K | Sell |
5,931
-3,407
| -36% | -$319K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $958K | Buy |
+9,338
| New | +$958K | ﹤0.01% | 1167 |
|