DFG
Demars Financial Group’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
19,827
-662,832
| -97% | -$25.2M | 0.29% | 34 |
|
|
2025
Q1 | $16.3M | Buy |
682,659
+108,072
| +19% | +$2.58M | 0.47% | 24 |
|
|
2024
Q4 | $15.7M | Buy |
+574,587
| New | +$15.7M | 0.51% | 25 |
|
|
2020
Q2 | – | Sell |
-4,908
| Closed | -$209K | – | 62 |
|
|
2020
Q1 | $209K | Buy |
4,908
+17
| +0.3% | +$724 | 0.22% | 50 |
|
|
2019
Q4 | $235K | Buy |
+4,891
| New | +$235K | 0.21% | 44 |
|