Stifel Financial’s Avista AVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.85M Sell
101,508
-8,244
-8% -$313K ﹤0.01% 1398
2025
Q1
$4.6M Buy
109,752
+19,225
+21% +$805K ﹤0.01% 1232
2024
Q4
$3.32M Buy
90,527
+13,109
+17% +$480K ﹤0.01% 1440
2024
Q3
$3M Buy
77,418
+6,583
+9% +$255K ﹤0.01% 1521
2024
Q2
$2.45M Buy
70,835
+19,445
+38% +$673K ﹤0.01% 1584
2024
Q1
$1.8M Buy
51,390
+16,218
+46% +$568K ﹤0.01% 1793
2023
Q4
$1.26M Buy
35,172
+23,006
+189% +$822K ﹤0.01% 1996
2023
Q3
$394K Buy
12,166
+1,645
+16% +$53.2K ﹤0.01% 2633
2023
Q2
$413K Buy
10,521
+1,995
+23% +$78.3K ﹤0.01% 2629
2023
Q1
$362K Sell
8,526
-8,178
-49% -$347K ﹤0.01% 2696
2022
Q4
$741K Sell
16,704
-414
-2% -$18.4K ﹤0.01% 2225
2022
Q3
$634K Buy
17,118
+3,501
+26% +$130K ﹤0.01% 2289
2022
Q2
$592K Sell
13,617
-131
-1% -$5.7K ﹤0.01% 2372
2022
Q1
$620K Sell
13,748
-2,719
-17% -$123K ﹤0.01% 2453
2021
Q4
$700K Buy
16,467
+1,360
+9% +$57.8K ﹤0.01% 2387
2021
Q3
$591K Buy
15,107
+2,408
+19% +$94.2K ﹤0.01% 2481
2021
Q2
$542K Buy
12,699
+87
+0.7% +$3.71K ﹤0.01% 2535
2021
Q1
$603K Sell
12,612
-366
-3% -$17.5K ﹤0.01% 2360
2020
Q4
$521K Sell
12,978
-204
-2% -$8.19K ﹤0.01% 2293
2020
Q3
$450K Buy
13,182
+3,591
+37% +$123K ﹤0.01% 2147
2020
Q2
$349K Buy
+9,591
New +$349K ﹤0.01% 2253
2020
Q1
Sell
-11,534
Closed -$558K 2826
2019
Q4
$558K Buy
11,534
+218
+2% +$10.5K ﹤0.01% 2180
2019
Q3
$547K Sell
11,316
-146
-1% -$7.06K ﹤0.01% 2123
2019
Q2
$513K Buy
+11,462
New +$513K ﹤0.01% 2186
2018
Q1
Sell
-6,177
Closed -$317K 2698
2017
Q4
$317K Buy
+6,177
New +$317K ﹤0.01% 2168
2017
Q3
Sell
-13,189
Closed -$559K 2584
2017
Q2
$559K Buy
13,189
+285
+2% +$12.1K ﹤0.01% 1807
2017
Q1
$502K Buy
12,904
+3,057
+31% +$119K ﹤0.01% 1809
2016
Q4
$390K Buy
9,847
+2,087
+27% +$82.7K ﹤0.01% 1905
2016
Q3
$321K Sell
7,760
-393
-5% -$16.3K ﹤0.01% 1947
2016
Q2
$365K Buy
8,153
+474
+6% +$21.2K ﹤0.01% 1932
2016
Q1
$313K Buy
7,679
+3
+0% +$122 ﹤0.01% 1801
2015
Q4
$272K Buy
+7,676
New +$272K ﹤0.01% 1964