Shelton 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 | $220K | Sell |
1,908
-62
| -3% | -$7.16K | 0.01% | 629 |
|
|
2025
Q1 | $229K | Sell |
1,970
-92
| -4% | -$10.7K | 0.01% | 598 |
|
|
2024
Q4 | $225K | Hold |
2,062
| – | – | 0.01% | 640 |
|
|
2024
Q3 | $213K | Buy |
+2,062
| New | +$213K | 0.01% | 687 |
|
|
2024
Q2 | – | Sell |
-2,216
| Closed | -$206K | – | 733 |
|
|
2024
Q1 | $206K | Hold |
2,216
| – | – | 0.01% | 698 |
|
|
2023
Q4 | $218K | Sell |
2,216
-269
| -11% | -$26.4K | 0.01% | 649 |
|
|
2023
Q3 | $233K | Hold |
2,485
| – | – | 0.01% | 579 |
|
|
2023
Q2 | $255K | Sell |
2,485
-81
| -3% | -$8.31K | 0.01% | 574 |
|
|
2023
Q1 | $278K | Hold |
2,566
| – | – | 0.01% | 507 |
|
|
2022
Q4 | $277K | Sell |
2,566
-111
| -4% | -$12K | 0.03% | 473 |
|
|
2022
Q3 | $265K | Hold |
2,677
| – | – | 0.01% | 494 |
|
|
2022
Q2 | $284K | Hold |
2,677
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $309K | Hold |
2,677
| – | – | 0.01% | 520 |
|
|
2021
Q4 | $303K | Sell |
2,677
-259
| -9% | -$29.3K | 0.01% | 551 |
|
|
2021
Q3 | $304K | Hold |
2,936
| – | – | 0.01% | 545 |
|
|
2021
Q2 | $286K | Hold |
2,936
| – | – | 0.01% | 598 |
|
|
2021
Q1 | $294K | Hold |
2,936
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $282K | Hold |
2,936
| – | – | 0.01% | 512 |
|
|
2020
Q3 | $235K | Hold |
2,936
| – | – | 0.01% | 615 |
|
|
2020
Q2 | $257K | Sell |
2,936
-265
| -8% | -$23.2K | 0.01% | 491 |
|
|
2020
Q1 | $281K | Sell |
3,201
-156
| -5% | -$13.7K | 0.02% | 407 |
|
|
2019
Q4 | $359K | Hold |
3,357
| – | – | 0.02% | 453 |
|
|
2019
Q3 | $378K | Sell |
3,357
-143
| -4% | -$16.1K | 0.02% | 428 |
|
|
2019
Q2 | $352K | Buy |
3,500
+3,152
| +906% | +$317K | 0.02% | 462 |
|
|
2019
Q1 | $3.5K | Sell |
348
-3,152
| -90% | -$31.7K | 0.01% | 680 |
|
|
2018
Q4 | $326K | Sell |
3,500
-265
| -7% | -$24.7K | 0.02% | 438 |
|
|
2018
Q3 | $374K | Hold |
3,765
| – | – | 0.02% | 469 |
|
|
2018
Q2 | $347K | Hold |
3,765
| – | – | 0.02% | 487 |
|
|
2018
Q1 | $332K | Hold |
3,765
| – | – | 0.02% | 507 |
|
|
2017
Q4 | $344K | Hold |
3,765
| – | – | 0.02% | 510 |
|
|
2017
Q3 | $331K | Hold |
3,765
| – | – | 0.02% | 513 |
|
|
2017
Q2 | $321K | Hold |
3,765
| – | – | 0.02% | 532 |
|
|
2017
Q1 | $312K | Hold |
3,765
| – | – | 0.02% | 551 |
|
|
2016
Q4 | $303K | Sell |
3,765
-1,417
| -27% | -$114K | 0.02% | 602 |
|
|
2016
Q3 | $406K | Hold |
5,182
| – | – | 0.03% | 448 |
|
|
2016
Q2 | $422K | Hold |
5,182
| – | – | 0.04% | 423 |
|
|
2016
Q1 | $387K | Hold |
5,182
| – | – | 0.04% | 449 |
|
|
2015
Q4 | $352K | Hold |
5,182
| – | – | 0.03% | 465 |
|
|
2015
Q3 | $335K | Hold |
5,182
| – | – | 0.04% | 477 |
|
|
2015
Q2 | $291K | Hold |
5,182
| – | – | 0.03% | 587 |
|
|
2015
Q1 | $326K | Sell |
5,182
-1,000
| -16% | -$62.9K | 0.04% | 547 |
|
|
2014
Q4 | $409K | Sell |
6,182
-445
| -7% | -$29.4K | 0.05% | 448 |
|
|
2014
Q3 | $355K | Hold |
6,627
| – | – | 0.05% | 481 |
|
|
2014
Q2 | $383K | Hold |
6,627
| – | – | 0.05% | 453 |
|
|
2014
Q1 | $368K | Hold |
6,627
| – | – | 0.05% | 444 |
|
|
2013
Q4 | $344K | Buy |
6,627
+1,000
| +18% | +$51.9K | 0.05% | 452 |
|
|
2013
Q3 | $272K | Hold |
5,627
| – | – | 0.05% | 514 |
|
|
2013
Q2 | $269K | Buy |
+5,627
| New | +$269K | 0.05% | 468 |
|