Plante Moran Financial Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
900
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $105K | Hold |
900
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $98.4K | Hold |
900
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $92.8K | Hold |
900
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $83.8K | Hold |
900
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $83.6K | Hold |
900
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $88.5K | Hold |
900
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $84.3K | Hold |
900
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $92.3K | Hold |
900
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $97.5K | Hold |
900
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $97.1K | Hold |
900
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $89K | Sell |
900
-14
| -2% | -$1.38K | 0.02% | 229 |
|
|
2022
Q2 | $97K | Buy |
914
+14
| +2% | +$1.49K | 0.02% | 215 |
|
|
2022
Q1 | $104K | Hold |
900
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $102K | Hold |
900
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $93K | Hold |
900
| – | – | 0.02% | 287 |
|
|
2021
Q2 | $88K | Hold |
900
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $90K | Hold |
900
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $86K | Hold |
900
| – | – | 0.03% | 272 |
|
|
2020
Q3 | $72K | Hold |
900
| – | – | 0.03% | 265 |
|
|
2020
Q2 | $79K | Hold |
900
| – | – | 0.03% | 241 |
|
|
2020
Q1 | $79K | Hold |
900
| – | – | 0.04% | 212 |
|
|
2019
Q4 | $96K | Hold |
900
| – | – | 0.03% | 231 |
|
|
2019
Q3 | $101K | Hold |
900
| – | – | 0.03% | 237 |
|
|
2019
Q2 | $90K | Hold |
900
| – | – | 0.03% | 233 |
|
|
2019
Q1 | $90K | Buy |
+900
| New | +$90K | 0.03% | 231 |
|