Fortem 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 | $203K | Sell |
1,761
-3,871
| -69% | -$447K | 0.07% | 166 |
|
|
2025
Q1 | $655K | Sell |
5,632
-1,944
| -26% | -$226K | 0.25% | 102 |
|
|
2024
Q4 | $828K | Buy |
7,576
+433
| +6% | +$47.3K | 0.32% | 89 |
|
|
2024
Q3 | $736K | Sell |
7,143
-2,158
| -23% | -$222K | 0.3% | 94 |
|
|
2024
Q2 | $866K | Buy |
9,301
+112
| +1% | +$10.4K | 0.37% | 83 |
|
|
2024
Q1 | $854K | Buy |
9,189
+484
| +6% | +$45K | 0.37% | 86 |
|
|
2023
Q4 | $856K | Buy |
8,705
+288
| +3% | +$28.3K | 0.43% | 78 |
|
|
2023
Q3 | $788K | Buy |
8,417
+639
| +8% | +$59.8K | 0.46% | 70 |
|
|
2023
Q2 | $798K | Buy |
7,778
+568
| +8% | +$58.3K | 0.47% | 73 |
|
|
2023
Q1 | $781K | Sell |
7,210
-1,218
| -14% | -$132K | 0.51% | 70 |
|
|
2022
Q4 | $909K | Sell |
8,428
-1,563
| -16% | -$169K | 0.53% | 63 |
|
|
2022
Q3 | $989K | Buy |
9,991
+238
| +2% | +$23.6K | 0.68% | 48 |
|
|
2022
Q2 | $1.03M | Buy |
+9,753
| New | +$1.03M | 0.68% | 46 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 289 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 444 |
|