Everhart Financial Group’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
5,630
+355
| +7% | +$41K | 0.08% | 192 |
|
|
2025
Q1 | $613K | Buy |
5,275
+509
| +11% | +$59.2K | 0.08% | 167 |
|
|
2024
Q4 | $521K | Buy |
4,766
+395
| +9% | +$43.2K | 0.11% | 179 |
|
|
2024
Q3 | $451K | Buy |
4,371
+599
| +16% | +$61.8K | 0.1% | 206 |
|
|
2024
Q2 | $351K | Buy |
3,772
+1,025
| +37% | +$95.5K | 0.09% | 208 |
|
|
2024
Q1 | $255K | Buy |
2,747
+440
| +19% | +$40.9K | 0.07% | 233 |
|
|
2023
Q4 | $227K | Buy |
+2,307
| New | +$227K | 0.08% | 223 |
|
|
2023
Q3 | – | Sell |
-2,366
| Closed | -$243K | – | 221 |
|
|
2023
Q2 | $243K | Buy |
2,366
+257
| +12% | +$26.4K | 0.1% | 182 |
|
|
2023
Q1 | $228K | Buy |
+2,109
| New | +$228K | 0.1% | 175 |
|
|
2022
Q4 | – | Sell |
-2,654
| Closed | -$262K | – | 209 |
|
|
2022
Q3 | $262K | Buy |
2,654
+726
| +38% | +$71.7K | 0.15% | 145 |
|
|
2022
Q2 | $204K | Buy |
+1,928
| New | +$204K | 0.12% | 177 |
|