LPL Financial’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
57,929
+7,719
| +15% | +$293K | ﹤0.01% | 3018 |
|
|
2025
Q1 | $2.1M | Buy |
50,210
+14,919
| +42% | +$625K | ﹤0.01% | 2893 |
|
|
2024
Q4 | $1.29M | Buy |
35,291
+7,753
| +28% | +$284K | ﹤0.01% | 3245 |
|
|
2024
Q3 | $1.07M | Sell |
27,538
-761
| -3% | -$29.5K | ﹤0.01% | 3292 |
|
|
2024
Q2 | $979K | Buy |
28,299
+3,172
| +13% | +$110K | ﹤0.01% | 3230 |
|
|
2024
Q1 | $880K | Buy |
25,127
+5,603
| +29% | +$196K | ﹤0.01% | 3269 |
|
|
2023
Q4 | $698K | Sell |
19,524
-7,734
| -28% | -$276K | ﹤0.01% | 3343 |
|
|
2023
Q3 | $882K | Sell |
27,258
-4,152
| -13% | -$134K | ﹤0.01% | 2978 |
|
|
2023
Q2 | $1.23M | Buy |
31,410
+5,490
| +21% | +$216K | ﹤0.01% | 2660 |
|
|
2023
Q1 | $1.1M | Sell |
25,920
-1,552
| -6% | -$65.9K | ﹤0.01% | 2672 |
|
|
2022
Q4 | $1.22M | Buy |
27,472
+1,491
| +6% | +$66.1K | ﹤0.01% | 2487 |
|
|
2022
Q3 | $963K | Buy |
25,981
+717
| +3% | +$26.6K | ﹤0.01% | 2568 |
|
|
2022
Q2 | $1.1M | Buy |
25,264
+1,216
| +5% | +$52.9K | ﹤0.01% | 2502 |
|
|
2022
Q1 | $1.09M | Buy |
24,048
+5,319
| +28% | +$240K | ﹤0.01% | 2538 |
|
|
2021
Q4 | $796K | Buy |
18,729
+1,371
| +8% | +$58.3K | ﹤0.01% | 2850 |
|
|
2021
Q3 | $679K | Buy |
17,358
+5,773
| +50% | +$226K | ﹤0.01% | 2920 |
|
|
2021
Q2 | $494K | Sell |
11,585
-733
| -6% | -$31.3K | ﹤0.01% | 3164 |
|
|
2021
Q1 | $588K | Sell |
12,318
-99
| -0.8% | -$4.73K | ﹤0.01% | 2874 |
|
|
2020
Q4 | $498K | Sell |
12,417
-451
| -4% | -$18.1K | ﹤0.01% | 2754 |
|
|
2020
Q3 | $439K | Sell |
12,868
-479
| -4% | -$16.3K | ﹤0.01% | 2564 |
|
|
2020
Q2 | $486K | Buy |
13,347
+3,624
| +37% | +$132K | ﹤0.01% | 2392 |
|
|
2020
Q1 | $413K | Sell |
9,723
-3,977
| -29% | -$169K | ﹤0.01% | 2218 |
|
|
2019
Q4 | $659K | Sell |
13,700
-190
| -1% | -$9.14K | ﹤0.01% | 2131 |
|
|
2019
Q3 | $673K | Buy |
13,890
+364
| +3% | +$17.6K | ﹤0.01% | 2024 |
|
|
2019
Q2 | $603K | Buy |
13,526
+759
| +6% | +$33.8K | ﹤0.01% | 2124 |
|
|
2019
Q1 | $519K | Sell |
12,767
-767
| -6% | -$31.2K | ﹤0.01% | 2190 |
|
|
2018
Q4 | $575K | Buy |
13,534
+3,666
| +37% | +$156K | ﹤0.01% | 1928 |
|
|
2018
Q3 | $499K | Sell |
9,868
-691
| -7% | -$34.9K | ﹤0.01% | 2228 |
|
|
2018
Q2 | $556K | Buy |
10,559
+1,209
| +13% | +$63.7K | ﹤0.01% | 2094 |
|
|
2018
Q1 | $479K | Buy |
9,350
+3,425
| +58% | +$175K | ﹤0.01% | 2174 |
|
|
2017
Q4 | $305K | Sell |
5,925
-2,477
| -29% | -$128K | ﹤0.01% | 2460 |
|
|
2017
Q3 | $435K | Sell |
8,402
-845
| -9% | -$43.7K | ﹤0.01% | 2046 |
|
|
2017
Q2 | $393K | Buy |
9,247
+392
| +4% | +$16.7K | ﹤0.01% | 2059 |
|
|
2017
Q1 | $342K | Sell |
8,855
-5,888
| -40% | -$227K | ﹤0.01% | 2107 |
|
|
2016
Q4 | $585K | Sell |
14,743
-4,831
| -25% | -$192K | ﹤0.01% | 1609 |
|
|
2016
Q3 | $778K | Sell |
19,574
-6,631
| -25% | -$264K | 0.01% | 1392 |
|
|
2016
Q2 | $1.18M | Sell |
26,205
-23,488
| -47% | -$1.06M | 0.01% | 1070 |
|
|
2016
Q1 | $2M | Sell |
49,693
-8,033
| -14% | -$323K | 0.01% | 1200 |
|
|
2015
Q4 | $2.05M | Buy |
57,726
+28,396
| +97% | +$1.01M | 0.01% | 1153 |
|
|
2015
Q3 | $985K | Sell |
29,330
-4,297
| -13% | -$144K | 0.01% | 1247 |
|
|
2015
Q2 | $1.06M | Buy |
33,627
+605
| +2% | +$19.1K | 0.01% | 1324 |
|
|
2015
Q1 | $1.13M | Buy |
33,022
+8
| +0% | +$273 | 0.01% | 1271 |
|
|
2014
Q4 | $1.17M | Buy |
33,014
+2,665
| +9% | +$94.2K | 0.01% | 1204 |
|
|
2014
Q3 | $932K | Sell |
30,349
-253
| -0.8% | -$7.77K | 0.01% | 1315 |
|
|
2014
Q2 | $1.03M | Buy |
30,602
+2,274
| +8% | +$76.2K | 0.01% | 1299 |
|
|
2014
Q1 | $868K | Buy |
28,328
+2,148
| +8% | +$65.8K | 0.01% | 1355 |
|
|
2013
Q4 | $738K | Buy |
26,180
+175
| +0.7% | +$4.93K | ﹤0.01% | 1461 |
|
|
2013
Q3 | $701K | Buy |
26,005
+3,615
| +16% | +$97.4K | ﹤0.01% | 1410 |
|
|
2013
Q2 | $605K | Buy |
+22,390
| New | +$605K | ﹤0.01% | 1429 |
|