LVM Capital Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
125,257
+2,275
| +2% | +$263K | 1.5% | 20 |
|
|
2025
Q1 | $14.3M | Buy |
122,982
+2,240
| +2% | +$260K | 1.59% | 19 |
|
|
2024
Q4 | $13.2M | Sell |
120,742
-424
| -0.3% | -$46.3K | 1.42% | 21 |
|
|
2024
Q3 | $11.3M | Hold |
121,166
| – | – | 1.28% | 26 |
|
|
2024
Q2 | $11.3M | Buy |
121,166
+137
| +0.1% | +$12.8K | 1.28% | 26 |
|
|
2024
Q1 | $11.2M | Buy |
121,029
+1,975
| +2% | +$183K | 1.33% | 28 |
|
|
2023
Q4 | $11.7M | Sell |
119,054
-1,125
| -0.9% | -$111K | 1.5% | 23 |
|
|
2023
Q3 | $11.3M | Buy |
120,179
+5,886
| +5% | +$551K | 1.59% | 22 |
|
|
2023
Q2 | $11.7M | Buy |
114,293
+825
| +0.7% | +$84.6K | 1.57% | 22 |
|
|
2023
Q1 | $12.3M | Buy |
113,468
+535
| +0.5% | +$58K | 1.71% | 18 |
|
|
2022
Q4 | $12.2M | Buy |
112,933
+270
| +0.2% | +$29.1K | 1.77% | 17 |
|
|
2022
Q3 | $11.2M | Sell |
112,663
-1,736
| -2% | -$172K | 1.71% | 21 |
|
|
2022
Q2 | $12.1M | Sell |
114,399
-255
| -0.2% | -$27K | 1.76% | 23 |
|
|
2022
Q1 | $13.2M | Sell |
114,654
-360
| -0.3% | -$41.5K | 1.75% | 21 |
|
|
2021
Q4 | $13M | Sell |
115,014
-193
| -0.2% | -$21.9K | 1.74% | 20 |
|
|
2021
Q3 | $11.9M | Buy |
115,207
+862
| +0.8% | +$89.1K | 1.8% | 21 |
|
|
2021
Q2 | $11.1M | Buy |
114,345
+1,635
| +1% | +$159K | 1.7% | 22 |
|
|
2021
Q1 | $11.3M | Buy |
112,710
+234
| +0.2% | +$23.4K | 1.83% | 20 |
|
|
2020
Q4 | $10.8M | Sell |
112,476
-404
| -0.4% | -$38.8K | 1.82% | 20 |
|
|
2020
Q3 | $9.02M | Buy |
112,880
+12,370
| +12% | +$988K | 1.75% | 25 |
|
|
2020
Q2 | $8.78M | Buy |
100,510
+2,309
| +2% | +$202K | 1.8% | 24 |
|
|
2020
Q1 | $8.62M | Buy |
98,201
+8,665
| +10% | +$761K | 2.13% | 20 |
|
|
2019
Q4 | $9.56M | Buy |
89,536
+29
| +0% | +$3.1K | 1.89% | 27 |
|
|
2019
Q3 | $10.1M | Buy |
89,507
+950
| +1% | +$107K | 2.14% | 22 |
|
|
2019
Q2 | $8.89M | Sell |
88,557
-1,135
| -1% | -$114K | 2.03% | 22 |
|
|
2019
Q1 | $8.93M | Sell |
89,692
-364
| -0.4% | -$36.2K | 2.05% | 19 |
|
|
2018
Q4 | $8.38M | Buy |
90,056
+1,925
| +2% | +$179K | 2.2% | 19 |
|
|
2018
Q3 | $8.75M | Sell |
88,131
-1,200
| -1% | -$119K | 2% | 18 |
|
|
2018
Q2 | $8.24M | Buy |
89,331
+1,100
| +1% | +$101K | 1.99% | 19 |
|
|
2018
Q1 | $7.79M | Sell |
88,231
-3,850
| -4% | -$340K | 1.8% | 21 |
|
|
2017
Q4 | $8.41M | Sell |
92,081
-625
| -0.7% | -$57.1K | 1.9% | 19 |
|
|
2017
Q3 | $8.15M | Sell |
92,706
-3,047
| -3% | -$268K | 1.95% | 21 |
|
|
2017
Q2 | $8.17M | Sell |
95,753
-3,260
| -3% | -$278K | 2.08% | 21 |
|
|
2017
Q1 | $8.21M | Sell |
99,013
-800
| -0.8% | -$66.4K | 2.11% | 20 |
|
|
2016
Q4 | $8.04M | Sell |
99,813
-5,397
| -5% | -$435K | 2.22% | 18 |
|
|
2016
Q3 | $6.08M | Buy |
105,210
+687
| +0.7% | +$39.7K | 1.96% | 23 |
|
|
2016
Q2 | $8.5M | Sell |
104,523
-1,551
| -1% | -$126K | 2.46% | 17 |
|
|
2016
Q1 | $7.91M | Sell |
106,074
-3,560
| -3% | -$266K | 2.51% | 16 |
|
|
2015
Q4 | $7.46M | Buy |
109,634
+3,274
| +3% | +$223K | 2.63% | 17 |
|
|
2015
Q3 | $6.88M | Buy |
106,360
+2,300
| +2% | +$149K | 2.48% | 17 |
|
|
2015
Q2 | $5.84M | Buy |
104,060
+9,575
| +10% | +$538K | 1.95% | 21 |
|
|
2015
Q1 | $5.94M | Sell |
94,485
-6,375
| -6% | -$401K | 1.99% | 22 |
|
|
2014
Q4 | $6.68M | Sell |
100,860
-3,050
| -3% | -$202K | 2.22% | 19 |
|
|
2014
Q3 | $5.57M | Sell |
103,910
-1,300
| -1% | -$69.7K | 1.83% | 22 |
|
|
2014
Q2 | $6.08M | Sell |
105,210
-3,175
| -3% | -$184K | 1.96% | 23 |
|
|
2014
Q1 | $6.01M | Sell |
108,385
-1,450
| -1% | -$80.4K | 2.1% | 22 |
|
|
2013
Q4 | $5.69M | Buy |
109,835
+3,650
| +3% | +$189K | 2.02% | 22 |
|
|
2013
Q3 | $5.14M | Buy |
106,185
+40,225
| +61% | +$1.95M | 1.93% | 25 |
|
|
2013
Q2 | $3.15M | Buy |
+65,960
| New | +$3.15M | 1.25% | 29 |
|