Jones Financial Companies’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
7,232
+1,001
| +16% | +$37.7K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $256K | Buy |
6,231
+1,422
| +30% | +$58.3K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $176K | Buy |
+4,809
| New | +$176K | ﹤0.01% | 1412 |
|
|
2022
Q2 | – | Sell |
-2,939
| Closed | -$133K | – | 723 |
|
|
2022
Q1 | $133K | Sell |
2,939
-1,150
| -28% | -$52K | ﹤0.01% | 281 |
|
|
2021
Q4 | $174K | Sell |
4,089
-2,271
| -36% | -$96.6K | ﹤0.01% | 270 |
|
|
2021
Q3 | $249K | Buy |
+6,360
| New | +$249K | ﹤0.01% | 212 |
|