IFP Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115K | Buy |
2,856
+206
| +8% | +$8.32K | ﹤0.01% | 1759 |
|
|
2025
Q4 | $102K | Sell |
2,650
-315
| -11% | -$12.3K | ﹤0.01% | 1772 |
|
|
2025
Q3 | $112K | Sell |
2,965
-558
| -16% | -$20.7K | ﹤0.01% | 1613 |
|
|
2025
Q2 | $134K | Buy |
3,523
+664
| +23% | +$26.2K | ﹤0.01% | 1478 |
|
|
2025
Q1 | $120K | Hold |
2,859
| – | – | ﹤0.01% | 1423 |
|
|
2024
Q4 | $105K | Buy |
2,859
+4
| +0.1% | +$150 | ﹤0.01% | 1449 |
|
|
2024
Q3 | $111K | Hold |
2,855
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q2 | $98.8K | Buy |
2,855
+500
| +21% | +$17.9K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $82.5K | Hold |
2,355
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q4 | $84.2K | Hold |
2,355
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q3 | $76.2K | Hold |
2,355
| – | – | ﹤0.01% | 1390 |
|
|
2023
Q2 | $92.5K | Hold |
2,355
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q1 | $123K | Sell |
2,355
-131
| -5% | -$5.42K | 0.01% | 1143 |
|
|
2022
Q4 | $143K | Sell |
2,486
-1
| -0% | -$40 | ﹤0.01% | 1535 |
|
|
2022
Q3 | $143K | Hold |
2,487
| – | – | ﹤0.01% | 1619 |
|
|
2022
Q2 | $143K | Hold |
2,487
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q1 | $143K | Buy |
2,487
+497
| +25% | +$21.9K | ﹤0.01% | 1476 |
|
|
2021
Q4 | $85K | Hold |
1,990
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q3 | $78K | Hold |
1,990
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q2 | $85K | Hold |
1,990
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q1 | $94K | Sell |
1,990
-150
| -7% | -$6.18K | ﹤0.01% | 1195 |
|
|
2020
Q4 | $86K | Sell |
2,140
-474
| -18% | -$17.4K | ﹤0.01% | 1202 |
|
|
2020
Q3 | $88K | Hold |
2,614
| – | – | 0.01% | 1059 |
|
|
2020
Q2 | $94K | Hold |
2,614
| – | – | 0.01% | 946 |
|
|
2020
Q1 | $105K | Hold |
2,614
| – | – | 0.01% | 801 |
|
|
2019
Q4 | $124K | Sell |
2,614
-100
| -4% | -$4.76K | 0.01% | 837 |
|
|
2019
Q3 | $132K | Buy |
+2,714
| New | +$126K | 0.01% | 921 |
|
|
2019
Q1 | $105K | Sell |
2,614
-48
| -2% | -$1.97K | 0.01% | 670 |
|
|
2018
Q4 | $113K | Sell |
2,662
-148
| -5% | -$7.33K | 0.01% | 1131 |
|
|
2018
Q3 | $142K | Sell |
2,810
-26
| -0.9% | -$1.33K | 0.01% | 1270 |
|
|
2018
Q2 | $149K | Sell |
2,836
-24
| -0.8% | -$1.25K | 0.01% | 1242 |
|
|
2018
Q1 | $147K | Hold |
2,860
| – | – | 0.01% | 1143 |
|
|
2017
Q4 | $147K | Sell |
2,860
-19,948
| -87% | -$1.03M | 0.01% | 1149 |
|
|
2017
Q3 | $1.18M | Buy |
22,808
+276
| +1% | +$13.8K | 0.05% | 397 |
|
|
2017
Q2 | $957K | Buy |
22,532
+2,509
| +13% | +$105K | 0.04% | 448 |
|
|
2017
Q1 | $782K | Sell |
20,023
-218
| -1% | -$8.54K | 0.03% | 505 |
|
|
2016
Q4 | $809K | Buy |
20,241
+311
| +2% | +$12.6K | 0.04% | 448 |
|
|
2016
Q3 | $833K | Buy |
19,930
+85
| +0.4% | +$3.61K | 0.04% | 411 |
|
|
2016
Q2 | $889K | Buy |
19,845
+17,231
| +659% | +$706K | 0.05% | 380 |
|
|
2016
Q1 | $105K | Sell |
2,614
-17,822
| -87% | -$671K | 0.01% | 670 |
|
|
2015
Q4 | $723K | Buy |
+20,436
| New | +$700K | 0.05% | 385 |
|
Other funds holding AVA
VPM
VCM
WHG
