Raymond James Financial Services Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.24M | Buy |
12,055
+3,016
| +33% | +$311K | ﹤0.01% | 2011 |
|
2024
Q2 | $842K | Buy |
9,039
+984
| +12% | +$91.7K | ﹤0.01% | 2187 |
|
2024
Q1 | $748K | Sell |
8,055
-9,463
| -54% | -$879K | ﹤0.01% | 2241 |
|
2023
Q4 | $1.72M | Buy |
17,518
+4,202
| +32% | +$413K | ﹤0.01% | 1649 |
|
2023
Q3 | $1.25M | Sell |
13,316
-74
| -0.6% | -$6.93K | ﹤0.01% | 1776 |
|
2023
Q2 | $1.37M | Buy |
13,390
+2,612
| +24% | +$268K | ﹤0.01% | 1745 |
|
2023
Q1 | $1.17M | Sell |
10,778
-6,201
| -37% | -$672K | ﹤0.01% | 1808 |
|
2022
Q4 | $1.83M | Buy |
16,979
+6,284
| +59% | +$678K | ﹤0.01% | 1486 |
|
2022
Q3 | $1.06M | Sell |
10,695
-2,454
| -19% | -$243K | ﹤0.01% | 1765 |
|
2022
Q2 | $1.39M | Buy |
13,149
+2,170
| +20% | +$230K | ﹤0.01% | 1644 |
|
2022
Q1 | $1.27M | Buy |
10,979
+260
| +2% | +$30K | ﹤0.01% | 1791 |
|
2021
Q4 | $1.22M | Buy |
10,719
+1,082
| +11% | +$123K | ﹤0.01% | 1849 |
|
2021
Q3 | $996K | Buy |
9,637
+1,029
| +12% | +$106K | ﹤0.01% | 1963 |
|
2021
Q2 | $839K | Buy |
8,608
+269
| +3% | +$26.2K | ﹤0.01% | 2059 |
|
2021
Q1 | $834K | Buy |
8,339
+3,515
| +73% | +$352K | ﹤0.01% | 1972 |
|
2020
Q4 | $463K | Buy |
4,824
+386
| +9% | +$37K | ﹤0.01% | 2185 |
|
2020
Q3 | $355K | Buy |
4,438
+966
| +28% | +$77.3K | ﹤0.01% | 2183 |
|
2020
Q2 | $303K | Sell |
3,472
-28
| -0.8% | -$2.44K | ﹤0.01% | 2222 |
|
2020
Q1 | $307K | Buy |
3,500
+203
| +6% | +$17.8K | ﹤0.01% | 1831 |
|
2019
Q4 | $352K | Sell |
3,297
-605
| -16% | -$64.6K | ﹤0.01% | 2221 |
|
2019
Q3 | $440K | Buy |
3,902
+218
| +6% | +$24.6K | ﹤0.01% | 1986 |
|
2019
Q2 | $370K | Sell |
3,684
-50
| -1% | -$5.02K | ﹤0.01% | 2129 |
|
2019
Q1 | $372K | Sell |
3,734
-528
| -12% | -$52.6K | ﹤0.01% | 2086 |
|
2018
Q4 | $397K | Buy |
4,262
+589
| +16% | +$54.9K | ﹤0.01% | 1817 |
|
2018
Q3 | $364K | Hold |
3,673
| – | – | ﹤0.01% | 2146 |
|
2018
Q2 | $339K | Buy |
3,673
+489
| +15% | +$45.1K | ﹤0.01% | 2151 |
|
2018
Q1 | $281K | Buy |
3,184
+253
| +9% | +$22.3K | ﹤0.01% | 2067 |
|
2017
Q4 | $268K | Buy |
2,931
+9
| +0.3% | +$823 | ﹤0.01% | 2079 |
|
2017
Q3 | $257K | Sell |
2,922
-188
| -6% | -$16.5K | ﹤0.01% | 2116 |
|
2017
Q2 | $265K | Buy |
+3,110
| New | +$265K | ﹤0.01% | 2043 |
|
2016
Q3 | – | Sell |
-2,485
| Closed | -$202K | – | 2300 |
|
2016
Q2 | $202K | Buy |
+2,485
| New | +$202K | ﹤0.01% | 1969 |
|