HFO
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Heritage Family Offices’s Idacorp IDA Stock Holding History

Heritage Family Offices’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
2,167
– – 0.13% 150
2025
Q1 		$252K Buy
2,167
+141
+7% +$16.4K 0.13% 147
2024
Q4 		$221K Buy
+2,026
New +$221K 0.11% 170