LPL Financial’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 | $2.34M | Buy |
58,360
+1,269
| +2% | +$51.2K | ﹤0.01% | 3354 |
|
|
2025
Q4 | $2.2M | Sell |
57,091
-1,037
| -2% | -$40.5K | ﹤0.01% | 3314 |
|
|
2025
Q3 | $2.2M | Buy |
58,128
+199
| +0.3% | +$7.4K | ﹤0.01% | 3231 |
|
|
2025
Q2 | $2.2M | Buy |
57,929
+7,719
| +15% | +$304K | ﹤0.01% | 3035 |
|
|
2025
Q1 | $2.1M | Buy |
50,210
+14,919
| +42% | +$566K | ﹤0.01% | 2913 |
|
|
2024
Q4 | $1.29M | Buy |
35,291
+7,753
| +28% | +$291K | ﹤0.01% | 3270 |
|
|
2024
Q3 | $1.07M | Sell |
27,538
-761
| -3% | -$28.8K | ﹤0.01% | 3336 |
|
|
2024
Q2 | $979K | Buy |
28,299
+3,172
| +13% | +$113K | ﹤0.01% | 3272 |
|
|
2024
Q1 | $880K | Buy |
25,127
+5,603
| +29% | +$191K | ﹤0.01% | 3305 |
|
|
2023
Q4 | $698K | Sell |
19,524
-7,734
| -28% | -$262K | ﹤0.01% | 3376 |
|
|
2023
Q3 | $882K | Sell |
27,258
-4,152
| -13% | -$148K | ﹤0.01% | 3001 |
|
|
2023
Q2 | $1.23M | Buy |
31,410
+5,490
| +21% | +$233K | ﹤0.01% | 2676 |
|
|
2023
Q1 | $1.1M | Sell |
25,920
-1,552
| -6% | -$64.3K | ﹤0.01% | 2680 |
|
|
2022
Q4 | $1.22M | Buy |
27,472
+1,491
| +6% | +$59.7K | ﹤0.01% | 2492 |
|
|
2022
Q3 | $963K | Buy |
25,981
+717
| +3% | +$30K | ﹤0.01% | 2573 |
|
|
2022
Q2 | $1.1M | Buy |
25,264
+1,216
| +5% | +$52.3K | ﹤0.01% | 2507 |
|
|
2022
Q1 | $1.09M | Buy |
24,048
+5,319
| +28% | +$234K | ﹤0.01% | 2544 |
|
|
2021
Q4 | $796K | Buy |
18,729
+1,371
| +8% | +$55.2K | ﹤0.01% | 2859 |
|
|
2021
Q3 | $679K | Buy |
17,358
+5,773
| +50% | +$242K | ﹤0.01% | 2934 |
|
|
2021
Q2 | $494K | Sell |
11,585
-733
| -6% | -$33.6K | ﹤0.01% | 3174 |
|
|
2021
Q1 | $588K | Sell |
12,318
-99
| -0.8% | -$4.08K | ﹤0.01% | 2884 |
|
|
2020
Q4 | $498K | Sell |
12,417
-451
| -4% | -$16.6K | ﹤0.01% | 2763 |
|
|
2020
Q3 | $439K | Sell |
12,868
-479
| -4% | -$17.3K | ﹤0.01% | 2577 |
|
|
2020
Q2 | $486K | Buy |
13,347
+3,624
| +37% | +$144K | ﹤0.01% | 2408 |
|
|
2020
Q1 | $413K | Sell |
9,723
-3,977
| -29% | -$191K | ﹤0.01% | 2222 |
|
|
2019
Q4 | $659K | Sell |
13,700
-190
| -1% | -$9.05K | ﹤0.01% | 2135 |
|
|
2019
Q3 | $673K | Buy |
13,890
+364
| +3% | +$16.9K | ﹤0.01% | 2027 |
|
|
2019
Q2 | $603K | Buy |
13,526
+759
| +6% | +$32.3K | ﹤0.01% | 2130 |
|
|
2019
Q1 | $519K | Sell |
12,767
-767
| -6% | -$31.5K | ﹤0.01% | 2197 |
|
|
2018
Q4 | $575K | Buy |
13,534
+3,666
| +37% | +$182K | ﹤0.01% | 1940 |
|
|
2018
Q3 | $499K | Sell |
9,868
-691
| -7% | -$35.3K | ﹤0.01% | 2237 |
|
|
2018
Q2 | $556K | Buy |
10,559
+1,209
| +13% | +$63.2K | ﹤0.01% | 2109 |
|
|
2018
Q1 | $479K | Buy |
9,350
+3,425
| +58% | +$173K | ﹤0.01% | 2191 |
|
|
2017
Q4 | $305K | Sell |
5,925
-2,477
| -29% | -$128K | ﹤0.01% | 2481 |
|
|
2017
Q3 | $435K | Sell |
8,402
-845
| -9% | -$42.2K | ﹤0.01% | 2054 |
|
|
2017
Q2 | $393K | Buy |
9,247
+392
| +4% | +$16.4K | ﹤0.01% | 2064 |
|
|
2017
Q1 | $342K | Sell |
8,855
-5,888
| -40% | -$231K | ﹤0.01% | 2107 |
|
|
2016
Q4 | $585K | Sell |
14,743
-4,831
| -25% | -$195K | ﹤0.01% | 1609 |
|
|
2016
Q3 | $778K | Sell |
19,574
-6,631
| -25% | -$282K | 0.01% | 1393 |
|
|
2016
Q2 | $1.18M | Sell |
26,205
-23,488
| -47% | -$962K | 0.01% | 1070 |
|
|
2016
Q1 | $2M | Sell |
49,693
-8,033
| -14% | -$302K | 0.01% | 1200 |
|
|
2015
Q4 | $2.04M | Buy |
57,726
+28,396
| +97% | +$973K | 0.01% | 1153 |
|
|
2015
Q3 | $985K | Sell |
29,330
-4,297
| -13% | -$137K | 0.01% | 1247 |
|
|
2015
Q2 | $1.06M | Buy |
33,627
+605
| +2% | +$19.5K | 0.01% | 1324 |
|
|
2015
Q1 | $1.13M | Buy |
33,022
+8
| +0% | +$279 | 0.01% | 1271 |
|
|
2014
Q4 | $1.17M | Buy |
33,014
+2,665
| +9% | +$90.9K | 0.01% | 1204 |
|
|
2014
Q3 | $932K | Sell |
30,349
-253
| -0.8% | -$8.07K | 0.01% | 1315 |
|
|
2014
Q2 | $1.03M | Buy |
30,602
+2,274
| +8% | +$72K | 0.01% | 1299 |
|
|
2014
Q1 | $868K | Buy |
28,328
+2,148
| +8% | +$62.4K | 0.01% | 1355 |
|
|
2013
Q4 | $738K | Buy |
26,180
+175
| +0.7% | +$4.8K | ﹤0.01% | 1461 |
|
|
2013
Q3 | $701K | Buy |
26,005
+3,615
| +16% | +$99K | ﹤0.01% | 1410 |
|
|
2013
Q2 | $605K | Buy |
+22,390
| New | +$615K | ﹤0.01% | 1429 |
|
Other funds holding AVA
VPM
VCM
WHG
