Kestra Advisory Services’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,023
| Closed | -$119K | – | 2895 |
|
|
2025
Q1 | $119K | Buy |
+1,023
| New | +$119K | ﹤0.01% | 2565 |
|
|
2023
Q3 | – | Sell |
-2,156
| Closed | -$221K | – | 2168 |
|
|
2023
Q2 | $221K | Sell |
2,156
-3
| -0.1% | -$308 | ﹤0.01% | 1844 |
|
|
2023
Q1 | $234K | Sell |
2,159
-1,312
| -38% | -$142K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $374K | Buy |
3,471
+713
| +26% | +$76.9K | ﹤0.01% | 1580 |
|
|
2022
Q3 | $273K | Buy |
2,758
+330
| +14% | +$32.7K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $257K | Buy |
2,428
+238
| +11% | +$25.2K | ﹤0.01% | 1731 |
|
|
2022
Q1 | $253K | Buy |
+2,190
| New | +$253K | ﹤0.01% | 1691 |
|