JCM
Jacobi Capital Management’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
3,525
+1
| +0% | +$115 | 0.03% | 434 |
|
|
2025
Q1 | $410K | Buy |
3,524
+52
| +1% | +$6.04K | 0.03% | 409 |
|
|
2024
Q4 | $379K | Buy |
3,472
+165
| +5% | +$18K | 0.03% | 409 |
|
|
2024
Q3 | $341K | Sell |
3,307
-238
| -7% | -$24.5K | 0.03% | 431 |
|
|
2024
Q2 | $330K | Buy |
3,545
+95
| +3% | +$8.85K | 0.03% | 393 |
|
|
2024
Q1 | $320K | Buy |
3,450
+514
| +18% | +$47.7K | 0.03% | 381 |
|
|
2023
Q4 | $289K | Buy |
2,936
+104
| +4% | +$10.2K | 0.03% | 382 |
|
|
2023
Q3 | $265K | Buy |
2,832
+214
| +8% | +$20K | 0.03% | 373 |
|
|
2023
Q2 | $269K | Hold |
2,618
| – | – | 0.03% | 380 |
|
|
2023
Q1 | $284K | Buy |
2,618
+9
| +0.3% | +$975 | 0.03% | 357 |
|
|
2022
Q4 | $281K | Buy |
2,609
+31
| +1% | +$3.34K | 0.04% | 349 |
|
|
2022
Q3 | $255K | Buy |
2,578
+1
| +0% | +$99 | 0.03% | 351 |
|
|
2022
Q2 | $273K | Buy |
2,577
+11
| +0.4% | +$1.17K | 0.04% | 348 |
|
|
2022
Q1 | $296K | Buy |
2,566
+71
| +3% | +$8.19K | 0.04% | 345 |
|
|
2021
Q4 | $283K | Buy |
2,495
+167
| +7% | +$18.9K | 0.03% | 357 |
|
|
2021
Q3 | $241K | Buy |
2,328
+94
| +4% | +$9.73K | 0.03% | 366 |
|
|
2021
Q2 | $218K | Buy |
2,234
+55
| +3% | +$5.37K | 0.03% | 359 |
|
|
2021
Q1 | $218K | Buy |
+2,179
| New | +$218K | 0.03% | 332 |
|