Envestnet Asset Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.4M | Buy |
185,762
+14,145
| +8% | +$1.63M | 0.01% | 1206 |
|
2025
Q1 | $19.9M | Buy |
171,617
+4,112
| +2% | +$478K | 0.01% | 1194 |
|
2024
Q4 | $18.3M | Buy |
167,505
+2,015
| +1% | +$220K | 0.01% | 1251 |
|
2024
Q3 | $17.1M | Sell |
165,490
-1,623
| -1% | -$167K | 0.01% | 1280 |
|
2024
Q2 | $15.6M | Buy |
167,113
+5,056
| +3% | +$471K | 0.01% | 1271 |
|
2024
Q1 | $15.1M | Buy |
162,057
+7,558
| +5% | +$702K | 0.01% | 1273 |
|
2023
Q4 | $15.2M | Buy |
154,499
+11,204
| +8% | +$1.1M | 0.01% | 1188 |
|
2023
Q3 | $13.4M | Buy |
143,295
+61,439
| +75% | +$5.75M | 0.01% | 1207 |
|
2023
Q2 | $8.4M | Buy |
81,856
+1,377
| +2% | +$141K | ﹤0.01% | 1397 |
|
2023
Q1 | $8.72M | Sell |
80,479
-642
| -0.8% | -$69.5K | ﹤0.01% | 1315 |
|
2022
Q4 | $8.75M | Buy |
81,121
+1,104
| +1% | +$119K | ﹤0.01% | 1271 |
|
2022
Q3 | $7.92M | Buy |
80,017
+778
| +1% | +$77K | ﹤0.01% | 1250 |
|
2022
Q2 | $8.39M | Buy |
79,239
+1,647
| +2% | +$174K | ﹤0.01% | 1243 |
|
2022
Q1 | $8.95M | Sell |
77,592
-35
| -0% | -$4.04K | ﹤0.01% | 1276 |
|
2021
Q4 | $8.8M | Buy |
77,627
+6,554
| +9% | +$743K | ﹤0.01% | 1261 |
|
2021
Q3 | $7.35M | Buy |
71,073
+3,458
| +5% | +$358K | ﹤0.01% | 1309 |
|
2021
Q2 | $6.59M | Buy |
67,615
+3,938
| +6% | +$384K | ﹤0.01% | 1357 |
|
2021
Q1 | $6.37M | Buy |
63,677
+8,416
| +15% | +$841K | ﹤0.01% | 1292 |
|
2020
Q4 | $5.31M | Buy |
55,261
+7,522
| +16% | +$722K | ﹤0.01% | 1254 |
|
2020
Q3 | $3.81M | Buy |
47,739
+23,194
| +94% | +$1.85M | ﹤0.01% | 1299 |
|
2020
Q2 | $2.14M | Sell |
24,545
-4,171
| -15% | -$364K | ﹤0.01% | 1532 |
|
2020
Q1 | $2.52M | Buy |
28,716
+182
| +0.6% | +$16K | ﹤0.01% | 1312 |
|
2019
Q4 | $3.05M | Sell |
28,534
-17,526
| -38% | -$1.87M | ﹤0.01% | 1386 |
|
2019
Q3 | $5.19M | Sell |
46,060
-7,131
| -13% | -$804K | 0.01% | 1044 |
|
2019
Q2 | $5.34M | Buy |
53,191
+26,540
| +100% | +$2.67M | 0.01% | 1020 |
|
2019
Q1 | $2.65M | Buy |
26,651
+3,147
| +13% | +$313K | ﹤0.01% | 1332 |
|
2018
Q4 | $2.19M | Buy |
+23,504
| New | +$2.19M | ﹤0.01% | 1299 |
|
2018
Q3 | – | Sell |
-3,726
| Closed | -$344K | – | 1884 |
|
2018
Q2 | $344K | Buy |
3,726
+777
| +26% | +$71.7K | ﹤0.01% | 1463 |
|
2018
Q1 | $274K | Sell |
2,949
-4,631
| -61% | -$430K | ﹤0.01% | 1441 |
|
2017
Q4 | $693K | Buy |
7,580
+231
| +3% | +$21.1K | ﹤0.01% | 1350 |
|
2017
Q3 | $647K | Sell |
7,349
-544
| -7% | -$47.9K | ﹤0.01% | 1345 |
|
2017
Q2 | $674K | Sell |
7,893
-1,250
| -14% | -$107K | ﹤0.01% | 1359 |
|
2017
Q1 | $759K | Buy |
9,143
+486
| +6% | +$40.3K | ﹤0.01% | 1340 |
|
2016
Q4 | $698K | Sell |
8,657
-1,426
| -14% | -$115K | ﹤0.01% | 1347 |
|
2016
Q3 | $789K | Buy |
10,083
+3,974
| +65% | +$311K | ﹤0.01% | 1359 |
|
2016
Q2 | $497K | Buy |
6,109
+67
| +1% | +$5.45K | ﹤0.01% | 1643 |
|
2016
Q1 | $451K | Buy |
6,042
+2,381
| +65% | +$178K | ﹤0.01% | 1688 |
|
2015
Q4 | $249K | Buy |
3,661
+195
| +6% | +$13.3K | ﹤0.01% | 1916 |
|
2015
Q3 | $224K | Buy |
+3,466
| New | +$224K | ﹤0.01% | 1955 |
|
2015
Q1 | – | Sell |
-1,286
| Closed | -$85K | – | 2216 |
|
2014
Q4 | $85K | Sell |
1,286
-307
| -19% | -$20.3K | ﹤0.01% | 1229 |
|
2014
Q3 | $85K | Buy |
1,593
+14
| +0.9% | +$747 | ﹤0.01% | 1348 |
|
2014
Q2 | $91K | Sell |
1,579
-614
| -28% | -$35.4K | ﹤0.01% | 1245 |
|
2014
Q1 | $122K | Buy |
2,193
+494
| +29% | +$27.5K | ﹤0.01% | 1076 |
|
2013
Q4 | $88K | Sell |
1,699
-138
| -8% | -$7.15K | ﹤0.01% | 1057 |
|
2013
Q3 | $89K | Sell |
1,837
-480
| -21% | -$23.3K | ﹤0.01% | 1011 |
|
2013
Q2 | $111K | Buy |
+2,317
| New | +$111K | ﹤0.01% | 947 |
|