Creative Planning’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $471K | Buy |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q4 | $551K | Buy |
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|
2018
Q3 | $543K | Buy |
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|
2018
Q2 | $416K | Sell |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $220K | Buy |
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|
2017
Q1 | $214K | Buy |
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|
2016
Q4 | $149K | Buy |
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|
2016
Q3 | $137K | Buy |
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|
2016
Q2 | $141K | Buy |
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|
2016
Q1 | $127K | Sell |
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|
2015
Q4 | $123K | Sell |
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|
2015
Q3 | $176K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $64K | Sell |
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|
2014
Q4 | $153K | Sell |
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|
2014
Q3 | $154K | Buy |
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|
2014
Q2 | $138K | Sell |
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|
2014
Q1 | $155K | Buy |
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|
2013
Q4 | $92K | Buy |
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|
2013
Q3 | $81K | Sell |
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|
2013
Q2 | $134K | Buy |
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