Creative Planning’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
14,582
+3,551
| +32% | +$135K | ﹤0.01% | 2368 |
|
|
2025
Q1 | $462K | Sell |
11,031
-4,398
| -29% | -$184K | ﹤0.01% | 2351 |
|
|
2024
Q4 | $565K | Buy |
15,429
+4,619
| +43% | +$169K | ﹤0.01% | 2107 |
|
|
2024
Q3 | $419K | Buy |
10,810
+8
| +0.1% | +$310 | ﹤0.01% | 2263 |
|
|
2024
Q2 | $374K | Buy |
10,802
+177
| +2% | +$6.13K | ﹤0.01% | 2174 |
|
|
2024
Q1 | $372K | Buy |
10,625
+113
| +1% | +$3.96K | ﹤0.01% | 2066 |
|
|
2023
Q4 | $376K | Buy |
10,512
+20
| +0.2% | +$715 | ﹤0.01% | 1921 |
|
|
2023
Q3 | $340K | Sell |
10,492
-254
| -2% | -$8.22K | ﹤0.01% | 1827 |
|
|
2023
Q2 | $422K | Buy |
10,746
+141
| +1% | +$5.54K | ﹤0.01% | 1662 |
|
|
2023
Q1 | $450K | Sell |
10,605
-7,961
| -43% | -$338K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $823K | Sell |
18,566
-8,114
| -30% | -$360K | ﹤0.01% | 1131 |
|
|
2022
Q3 | $988K | Sell |
26,680
-169
| -0.6% | -$6.26K | ﹤0.01% | 969 |
|
|
2022
Q2 | $1.17M | Hold |
26,849
| – | – | ﹤0.01% | 904 |
|
|
2022
Q1 | $1.21M | Buy |
26,849
+65
| +0.2% | +$2.93K | ﹤0.01% | 901 |
|
|
2021
Q4 | $1.14M | Sell |
26,784
-1,123
| -4% | -$47.7K | ﹤0.01% | 897 |
|
|
2021
Q3 | $1.09M | Buy |
27,907
+902
| +3% | +$35.3K | ﹤0.01% | 903 |
|
|
2021
Q2 | $1.15M | Sell |
27,005
-6,970
| -21% | -$297K | ﹤0.01% | 877 |
|
|
2021
Q1 | $1.62M | Buy |
33,975
+255
| +0.8% | +$12.2K | ﹤0.01% | 803 |
|
|
2020
Q4 | $1.35M | Buy |
33,720
+287
| +0.9% | +$11.5K | ﹤0.01% | 812 |
|
|
2020
Q3 | $1.14M | Sell |
33,433
-19,350
| -37% | -$660K | ﹤0.01% | 739 |
|
|
2020
Q2 | $1.92M | Hold |
52,783
| – | – | 0.01% | 504 |
|
|
2020
Q1 | $2.24M | Sell |
52,783
-30
| -0.1% | -$1.28K | 0.01% | 393 |
|
|
2019
Q4 | $2.54M | Sell |
52,813
-90
| -0.2% | -$4.33K | 0.01% | 439 |
|
|
2019
Q3 | $2.56M | Sell |
52,903
-3,847
| -7% | -$186K | 0.01% | 426 |
|
|
2019
Q2 | $2.53M | Buy |
56,750
+562
| +1% | +$25.1K | 0.01% | 431 |
|
|
2019
Q1 | $2.28M | Hold |
56,188
| – | – | 0.01% | 422 |
|
|
2018
Q4 | $2.39M | Sell |
56,188
-6,720
| -11% | -$285K | 0.01% | 387 |
|
|
2018
Q3 | $3.18M | Sell |
62,908
-6,191
| -9% | -$313K | 0.01% | 369 |
|
|
2018
Q2 | $3.64M | Sell |
69,099
-2,422
| -3% | -$128K | 0.01% | 325 |
|
|
2018
Q1 | $3.67M | Buy |
71,521
+304
| +0.4% | +$15.6K | 0.01% | 320 |
|
|
2017
Q4 | $3.67M | Buy |
71,217
+14,105
| +25% | +$726K | 0.02% | 307 |
|
|
2017
Q3 | $2.96M | Sell |
57,112
-180
| -0.3% | -$9.32K | 0.01% | 352 |
|
|
2017
Q2 | $2.43M | Buy |
57,292
+209
| +0.4% | +$8.88K | 0.01% | 380 |
|
|
2017
Q1 | $2.23M | Sell |
57,083
-81
| -0.1% | -$3.16K | 0.01% | 387 |
|
|
2016
Q4 | $2.29M | Hold |
57,164
| – | – | 0.01% | 367 |
|
|
2016
Q3 | $2.39M | Buy |
57,164
+272
| +0.5% | +$11.4K | 0.02% | 342 |
|
|
2016
Q2 | $2.55M | Sell |
56,892
-75
| -0.1% | -$3.36K | 0.02% | 282 |
|
|
2016
Q1 | $2.32M | Buy |
56,967
+211
| +0.4% | +$8.6K | 0.02% | 286 |
|
|
2015
Q4 | $2.01M | Buy |
56,756
+424
| +0.8% | +$15K | 0.02% | 309 |
|
|
2015
Q3 | $1.87M | Sell |
56,332
-13
| -0% | -$432 | 0.02% | 310 |
|
|
2015
Q2 | $1.73M | Sell |
56,345
-729
| -1% | -$22.3K | 0.02% | 328 |
|
|
2015
Q1 | $1.95M | Buy |
57,074
+674
| +1% | +$23K | 0.02% | 280 |
|
|
2014
Q4 | $1.99M | Buy |
56,400
+32,427
| +135% | +$1.15M | 0.02% | 271 |
|
|
2014
Q3 | $732K | Buy |
23,973
+652
| +3% | +$19.9K | 0.01% | 515 |
|
|
2014
Q2 | $782K | Sell |
23,321
-1,612
| -6% | -$54.1K | 0.01% | 468 |
|
|
2014
Q1 | $764K | Buy |
24,933
+16
| +0.1% | +$490 | 0.01% | 456 |
|
|
2013
Q4 | $702K | Buy |
24,917
+1,512
| +6% | +$42.6K | 0.01% | 414 |
|
|
2013
Q3 | $618K | Hold |
23,405
| – | – | 0.01% | 386 |
|
|
2013
Q2 | $632K | Buy |
+23,405
| New | +$632K | 0.01% | 344 |
|