D.A. Davidson & Co’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
6,820
+558
| +9% | +$21.2K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $262K | Sell |
6,262
-3,338
| -35% | -$140K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $352K | Buy |
9,600
+43
| +0.4% | +$1.58K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $370K | Buy |
9,557
+1,041
| +12% | +$40.3K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $295K | Buy |
8,516
+45
| +0.5% | +$1.56K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $297K | Sell |
8,471
-97,258
| -92% | -$3.41M | ﹤0.01% | 1183 |
|
|
2023
Q4 | $3.78M | Buy |
105,729
+7,649
| +8% | +$273K | 0.04% | 338 |
|
|
2023
Q3 | $3.17M | Buy |
+98,080
| New | +$3.17M | 0.03% | 356 |
|
|
2023
Q2 | – | Sell |
-5,038
| Closed | -$214K | – | 1331 |
|
|
2023
Q1 | $214K | Sell |
5,038
-61
| -1% | -$2.59K | ﹤0.01% | 1208 |
|
|
2022
Q4 | $226K | Buy |
+5,099
| New | +$226K | ﹤0.01% | 1155 |
|
|
2022
Q3 | – | Sell |
-5,038
| Closed | -$219K | – | 1274 |
|
|
2022
Q2 | $219K | Sell |
5,038
-1,945
| -28% | -$84.5K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $315K | Buy |
6,983
+254
| +4% | +$11.5K | ﹤0.01% | 1056 |
|
|
2021
Q4 | $286K | Hold |
6,729
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q3 | $263K | Buy |
6,729
+200
| +3% | +$7.82K | ﹤0.01% | 1060 |
|
|
2021
Q2 | $279K | Sell |
6,529
-420
| -6% | -$17.9K | ﹤0.01% | 1019 |
|
|
2021
Q1 | $332K | Hold |
6,949
| – | – | ﹤0.01% | 927 |
|
|
2020
Q4 | $279K | Buy |
+6,949
| New | +$279K | ﹤0.01% | 872 |
|
|
2019
Q4 | – | Sell |
-4,375
| Closed | -$212K | – | 1035 |
|
|
2019
Q3 | $212K | Sell |
4,375
-4,935
| -53% | -$239K | ﹤0.01% | 902 |
|
|
2019
Q2 | $415K | Buy |
9,310
+300
| +3% | +$13.4K | 0.01% | 681 |
|
|
2019
Q1 | $366K | Buy |
+9,010
| New | +$366K | 0.01% | 790 |
|
|
2018
Q4 | – | Sell |
-4,963
| Closed | -$251K | – | 1093 |
|
|
2018
Q3 | $251K | Buy |
4,963
+488
| +11% | +$24.7K | ﹤0.01% | 982 |
|
|
2018
Q2 | $236K | Hold |
4,475
| – | – | ﹤0.01% | 966 |
|
|
2018
Q1 | $229K | Sell |
4,475
-300
| -6% | -$15.4K | ﹤0.01% | 949 |
|
|
2017
Q4 | $246K | Sell |
4,775
-212
| -4% | -$10.9K | 0.01% | 923 |
|
|
2017
Q3 | $258K | Sell |
4,987
-5,758
| -54% | -$298K | 0.01% | 908 |
|
|
2017
Q2 | $456K | Sell |
10,745
-238
| -2% | -$10.1K | 0.01% | 666 |
|
|
2017
Q1 | $428K | Buy |
10,983
+1,625
| +17% | +$63.3K | 0.01% | 658 |
|
|
2016
Q4 | $374K | Buy |
9,358
+881
| +10% | +$35.2K | 0.01% | 756 |
|
|
2016
Q3 | $354K | Buy |
8,477
+1,106
| +15% | +$46.2K | 0.01% | 742 |
|
|
2016
Q2 | $330K | Buy |
7,371
+96
| +1% | +$4.3K | 0.01% | 678 |
|
|
2016
Q1 | $296K | Buy |
7,275
+596
| +9% | +$24.3K | 0.01% | 701 |
|
|
2015
Q4 | $236K | Buy |
6,679
+2,200
| +49% | +$77.7K | 0.01% | 787 |
|
|
2015
Q3 | $148K | Buy |
4,479
+4
| +0.1% | +$132 | 0.01% | 936 |
|
|
2015
Q2 | $137K | Buy |
4,475
+600
| +15% | +$18.4K | ﹤0.01% | 1015 |
|
|
2015
Q1 | $132K | Sell |
3,875
-9,560
| -71% | -$326K | ﹤0.01% | 1020 |
|
|
2014
Q4 | $474K | Sell |
13,435
-12,135
| -47% | -$428K | 0.02% | 586 |
|
|
2014
Q3 | $780K | Sell |
25,570
-750
| -3% | -$22.9K | 0.03% | 468 |
|
|
2014
Q2 | $882K | Sell |
26,320
-625
| -2% | -$20.9K | 0.03% | 455 |
|
|
2014
Q1 | $825K | Buy |
26,945
+2,709
| +11% | +$82.9K | 0.03% | 462 |
|
|
2013
Q4 | $683K | Buy |
24,236
+2,400
| +11% | +$67.6K | 0.03% | 511 |
|
|
2013
Q3 | $576K | Buy |
21,836
+2,100
| +11% | +$55.4K | 0.03% | 468 |
|
|
2013
Q2 | $533K | Buy |
+19,736
| New | +$533K | 0.03% | 460 |
|