Crossmark Global Holdings’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $243K | Sell |
6,049
-40
| -0.7% | -$1.61K | ﹤0.01% | 1118 |
|
|
2025
Q4 | $235K | Hold |
6,089
| – | – | ﹤0.01% | 1126 |
|
|
2025
Q3 | $230K | Hold |
6,089
| – | – | ﹤0.01% | 1201 |
|
|
2025
Q2 | $231K | Sell |
6,089
-22
| -0.4% | -$868 | ﹤0.01% | 1207 |
|
|
2025
Q1 | $256K | Sell |
6,111
-62
| -1% | -$2.35K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $227K | Sell |
6,173
-28
| -0.5% | -$1.05K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $240K | Sell |
6,201
-27
| -0.4% | -$1.02K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $216K | Sell |
6,228
-36
| -0.6% | -$1.29K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $219K | Buy |
6,264
+228
| +4% | +$7.77K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $216K | Buy |
+6,036
| New | +$204K | ﹤0.01% | 1215 |
|
|
2023
Q3 | – | Sell |
-6,246
| Closed | -$243K | – | 1266 |
|
|
2023
Q2 | $243K | Sell |
6,246
-297
| -5% | -$12.6K | 0.01% | 1155 |
|
|
2023
Q1 | $278K | Sell |
6,543
-29
| -0.4% | -$1.2K | 0.01% | 1078 |
|
|
2022
Q4 | $292K | Sell |
6,572
-198
| -3% | -$7.92K | 0.01% | 1029 |
|
|
2022
Q3 | $251K | Sell |
6,770
-90
| -1% | -$3.77K | 0.01% | 1075 |
|
|
2022
Q2 | $299K | Hold |
6,860
| – | – | 0.01% | 1028 |
|
|
2022
Q1 | $310K | Buy |
6,860
+290
| +4% | +$12.8K | 0.01% | 1121 |
|
|
2021
Q4 | $279K | Buy |
6,570
+420
| +7% | +$16.9K | 0.01% | 1179 |
|
|
2021
Q3 | $241K | Sell |
6,150
-172
| -3% | -$7.2K | 0.01% | 1264 |
|
|
2021
Q2 | $270K | Buy |
6,322
+150
| +2% | +$6.88K | 0.01% | 1237 |
|
|
2021
Q1 | $295K | Buy |
6,172
+170
| +3% | +$7K | 0.01% | 1175 |
|
|
2020
Q4 | $241K | Sell |
6,002
-135
| -2% | -$4.96K | 0.01% | 1217 |
|
|
2020
Q3 | $209K | Sell |
6,137
-129
| -2% | -$4.67K | 0.01% | 1210 |
|
|
2020
Q2 | $228K | Buy |
6,266
+217
| +4% | +$8.6K | 0.01% | 1172 |
|
|
2020
Q1 | $257K | Buy |
6,049
+60
| +1% | +$2.89K | 0.01% | 934 |
|
|
2019
Q4 | $288K | Buy |
5,989
+80
| +1% | +$3.81K | 0.01% | 1142 |
|
|
2019
Q3 | $286K | Sell |
5,909
-121
| -2% | -$5.62K | 0.01% | 1078 |
|
|
2019
Q2 | $269K | Buy |
6,030
+180
| +3% | +$7.67K | 0.01% | 1147 |
|
|
2019
Q1 | $238K | Sell |
5,850
-90
| -2% | -$3.7K | 0.01% | 1239 |
|
|
2018
Q4 | $252K | Sell |
5,940
-4,050
| -41% | -$201K | 0.01% | 1171 |
|
|
2018
Q3 | $505K | Buy |
9,990
+10
| +0.1% | +$511 | 0.01% | 942 |
|
|
2018
Q2 | $526K | Buy |
9,980
+120
| +1% | +$6.27K | 0.01% | 912 |
|
|
2018
Q1 | $505K | Sell |
9,860
-2,890
| -23% | -$146K | 0.01% | 908 |
|
|
2017
Q4 | $656K | Sell |
12,750
-430
| -3% | -$22.3K | 0.02% | 816 |
|
|
2017
Q3 | $682K | Buy |
+13,180
| New | +$659K | 0.02% | 773 |
|
|
2016
Q3 | $682K | Buy |
+13,180
| New | +$560K | 0.02% | 773 |
|
Other funds holding AVA
VPM
VCM
WHG
