Steward Partners Investment Advisory’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Sell |
382
-352
| -48% | -$40.7K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $85.2K | Buy |
734
+25
| +4% | +$2.9K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $77.4K | Buy |
709
+424
| +149% | +$46.3K | ﹤0.01% | 2108 |
|
|
2024
Q3 | $29.3K | Buy |
285
+271
| +1,936% | +$27.9K | ﹤0.01% | 2481 |
|
|
2024
Q2 | $1.3K | Sell |
14
-42
| -75% | -$3.91K | ﹤0.01% | 3357 |
|
|
2024
Q1 | $5.2K | Buy |
+56
| New | +$5.2K | ﹤0.01% | 3035 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$971 | – | 3362 |
|
|
2022
Q4 | $971 | Hold |
9
| – | – | ﹤0.01% | 3124 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3127 |
|
|
2021
Q4 | – | Sell |
-41
| Closed | -$4K | – | 3244 |
|
|
2021
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 2867 |
|
|
2021
Q2 | $4K | Sell |
41
-747
| -95% | -$72.9K | ﹤0.01% | 6687 |
|
|
2021
Q1 | $78.8K | Buy |
788
+767
| +3,652% | +$76.7K | ﹤0.01% | 1748 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 2706 |
|