Moody Aldrich Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
2,886
-47
| -2% | -$5.43K | 0.06% | 141 |
|
|
2025
Q1 | $341K | Sell |
2,933
-1,156
| -28% | -$134K | 0.07% | 135 |
|
|
2024
Q4 | $447K | Sell |
4,089
-13
| -0.3% | -$1.42K | 0.08% | 137 |
|
|
2024
Q3 | $423K | Buy |
4,102
+1,035
| +34% | +$107K | 0.08% | 138 |
|
|
2024
Q2 | $286K | Buy |
+3,067
| New | +$286K | 0.06% | 173 |
|
|
2023
Q2 | – | Sell |
-1,861
| Closed | -$202K | – | 165 |
|
|
2023
Q1 | $202K | Buy |
+1,861
| New | +$202K | 0.04% | 153 |
|