O'Shaughnessy Asset 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 | $460K | Buy |
3,987
+1,325
| +50% | +$153K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $309K | Buy |
+2,662
| New | +$309K | ﹤0.01% | 1568 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 2635 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2199 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$2K | – | 1518 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1652 |
|
|
2014
Q2 | – | Sell |
-176
| Closed | -$10K | – | 1002 |
|
|
2014
Q1 | $10K | Buy |
+176
| New | +$10K | ﹤0.01% | 764 |
|