Creative Planning’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
20,247
+929
| +5% | +$107K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $2.25M | Sell |
19,318
-865
| -4% | -$101K | ﹤0.01% | 1098 |
|
|
2024
Q4 | $2.21M | Buy |
20,183
+3,079
| +18% | +$336K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $1.76M | Buy |
17,104
+1,449
| +9% | +$149K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $1.46M | Buy |
15,655
+7,712
| +97% | +$718K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $738K | Buy |
7,943
+479
| +6% | +$44.5K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $734K | Buy |
7,464
+14
| +0.2% | +$1.38K | ﹤0.01% | 1441 |
|
|
2023
Q3 | $698K | Buy |
7,450
+1,590
| +27% | +$149K | ﹤0.01% | 1343 |
|
|
2023
Q2 | $601K | Buy |
5,860
+426
| +8% | +$43.7K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $589K | Buy |
5,434
+573
| +12% | +$62.1K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $524K | Buy |
4,861
+162
| +3% | +$17.5K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $465K | Buy |
4,699
+1,233
| +36% | +$122K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $367K | Buy |
3,466
+280
| +9% | +$29.6K | ﹤0.01% | 1473 |
|
|
2022
Q1 | $368K | Buy |
3,186
+871
| +38% | +$101K | ﹤0.01% | 1504 |
|
|
2021
Q4 | $262K | Sell |
2,315
-282
| -11% | -$31.9K | ﹤0.01% | 1705 |
|
|
2021
Q3 | $268K | Buy |
2,597
+182
| +8% | +$18.8K | ﹤0.01% | 1663 |
|
|
2021
Q2 | $235K | Sell |
2,415
-2,193
| -48% | -$213K | ﹤0.01% | 1696 |
|
|
2021
Q1 | $461K | Sell |
4,608
-27
| -0.6% | -$2.7K | ﹤0.01% | 1470 |
|
|
2020
Q4 | $445K | Buy |
4,635
+100
| +2% | +$9.6K | ﹤0.01% | 1362 |
|
|
2020
Q3 | $362K | Buy |
4,535
+410
| +10% | +$32.7K | ﹤0.01% | 1282 |
|
|
2020
Q2 | $360K | Sell |
4,125
-55
| -1% | -$4.8K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $367K | Sell |
4,180
-41
| -1% | -$3.6K | ﹤0.01% | 1083 |
|
|
2019
Q4 | $451K | Buy |
4,221
+43
| +1% | +$4.59K | ﹤0.01% | 1159 |
|
|
2019
Q3 | $471K | Buy |
4,178
+21
| +0.5% | +$2.37K | ﹤0.01% | 1092 |
|
|
2019
Q2 | $418K | Sell |
4,157
-1,881
| -31% | -$189K | ﹤0.01% | 1167 |
|
|
2019
Q1 | $601K | Buy |
6,038
+112
| +2% | +$11.1K | ﹤0.01% | 938 |
|
|
2018
Q4 | $551K | Buy |
5,926
+451
| +8% | +$41.9K | ﹤0.01% | 907 |
|
|
2018
Q3 | $543K | Buy |
5,475
+969
| +22% | +$96.1K | ﹤0.01% | 1024 |
|
|
2018
Q2 | $416K | Sell |
4,506
-191
| -4% | -$17.6K | ﹤0.01% | 1162 |
|
|
2018
Q1 | $415K | Buy |
4,697
+551
| +13% | +$48.7K | ﹤0.01% | 1163 |
|
|
2017
Q4 | $379K | Sell |
4,146
-112
| -3% | -$10.2K | ﹤0.01% | 1221 |
|
|
2017
Q3 | $374K | Buy |
4,258
+1,677
| +65% | +$147K | ﹤0.01% | 1188 |
|
|
2017
Q2 | $220K | Buy |
2,581
+2
| +0.1% | +$170 | ﹤0.01% | 1455 |
|
|
2017
Q1 | $214K | Buy |
2,579
+730
| +39% | +$60.6K | ﹤0.01% | 1434 |
|
|
2016
Q4 | $149K | Buy |
1,849
+103
| +6% | +$8.3K | ﹤0.01% | 1568 |
|
|
2016
Q3 | $137K | Buy |
1,746
+15
| +0.9% | +$1.18K | ﹤0.01% | 1626 |
|
|
2016
Q2 | $141K | Buy |
1,731
+25
| +1% | +$2.04K | ﹤0.01% | 1446 |
|
|
2016
Q1 | $127K | Sell |
1,706
-99
| -5% | -$7.37K | ﹤0.01% | 1480 |
|
|
2015
Q4 | $123K | Sell |
1,805
-909
| -33% | -$61.9K | ﹤0.01% | 1497 |
|
|
2015
Q3 | $176K | Buy |
+2,714
| New | +$176K | ﹤0.01% | 1258 |
|
|
2015
Q2 | – | Sell |
-1,022
| Closed | -$64K | – | 1874 |
|
|
2015
Q1 | $64K | Sell |
1,022
-1,283
| -56% | -$80.3K | ﹤0.01% | 1833 |
|
|
2014
Q4 | $153K | Sell |
2,305
-560
| -20% | -$37.2K | ﹤0.01% | 1295 |
|
|
2014
Q3 | $154K | Buy |
2,865
+484
| +20% | +$26K | ﹤0.01% | 1207 |
|
|
2014
Q2 | $138K | Sell |
2,381
-413
| -15% | -$23.9K | ﹤0.01% | 1229 |
|
|
2014
Q1 | $155K | Buy |
2,794
+1,020
| +57% | +$56.6K | ﹤0.01% | 1128 |
|
|
2013
Q4 | $92K | Buy |
1,774
+100
| +6% | +$5.19K | ﹤0.01% | 1238 |
|
|
2013
Q3 | $81K | Sell |
1,674
-1,140
| -41% | -$55.2K | ﹤0.01% | 1243 |
|
|
2013
Q2 | $134K | Buy |
+2,814
| New | +$134K | ﹤0.01% | 842 |
|