Key Financial Inc’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 | $2.49K | Hold |
62
| – | – | ﹤0.01% | 1146 |
|
|
2025
Q4 | $2.39K | Hold |
62
| – | – | ﹤0.01% | 1147 |
|
|
2025
Q3 | $2.31K | Hold |
62
| – | – | ﹤0.01% | 1173 |
|
|
2025
Q2 | $2.35K | Hold |
62
| – | – | ﹤0.01% | 1164 |
|
|
2025
Q1 | $2.6K | Hold |
62
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q4 | $2.27K | Hold |
62
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q3 | $2.4K | Hold |
62
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q2 | $2.15K | Hold |
62
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q1 | $2.17K | Hold |
62
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q4 | $2.22K | Hold |
62
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q3 | $2.01K | Sell |
62
-95
| -61% | -$3.39K | ﹤0.01% | 1113 |
|
|
2023
Q2 | $6.17K | Buy |
157
+95
| +153% | +$4.03K | ﹤0.01% | 852 |
|
|
2023
Q1 | $2.63K | Hold |
62
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $2.3K | Hold |
62
| – | – | ﹤0.01% | 934 |
|
|
2022
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 925 |
|
|
2022
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 852 |
|
|
2021
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 636 |
|
|
2020
Q4 | $2K | Buy |
+62
| New | +$2.28K | ﹤0.01% | 632 |
|
|
2020
Q2 | – | Sell |
-62
| Closed | -$3K | – | 131 |
|
|
2020
Q1 | $3K | Buy |
+62
| New | +$2.98K | ﹤0.01% | 547 |
|
Other funds holding AVA
VPM
VCM
WHG
