Stifel Financial’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.13M | Sell |
78,043
-5,459
| -7% | -$220K | ﹤0.01% | 1640 |
|
|
2025
Q4 | $3.22M | Buy |
83,502
+1,108
| +1% | +$43.3K | ﹤0.01% | 1592 |
|
|
2025
Q3 | $3.12M | Sell |
82,394
-19,114
| -19% | -$711K | ﹤0.01% | 1579 |
|
|
2025
Q2 | $3.85M | Sell |
101,508
-8,244
| -8% | -$325K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $4.6M | Buy |
109,752
+19,225
| +21% | +$730K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $3.32M | Buy |
90,527
+13,109
| +17% | +$492K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $3M | Buy |
77,418
+6,583
| +9% | +$249K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $2.45M | Buy |
70,835
+19,445
| +38% | +$695K | ﹤0.01% | 1584 |
|
|
2024
Q1 | $1.8M | Buy |
51,390
+16,218
| +46% | +$552K | ﹤0.01% | 1793 |
|
|
2023
Q4 | $1.26M | Buy |
35,172
+23,006
| +189% | +$779K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $394K | Buy |
12,166
+1,645
| +16% | +$58.8K | ﹤0.01% | 2633 |
|
|
2023
Q2 | $413K | Buy |
10,521
+1,995
| +23% | +$84.6K | ﹤0.01% | 2629 |
|
|
2023
Q1 | $362K | Sell |
8,526
-8,178
| -49% | -$339K | ﹤0.01% | 2696 |
|
|
2022
Q4 | $741K | Sell |
16,704
-414
| -2% | -$16.6K | ﹤0.01% | 2225 |
|
|
2022
Q3 | $634K | Buy |
17,118
+3,501
| +26% | +$146K | ﹤0.01% | 2289 |
|
|
2022
Q2 | $592K | Sell |
13,617
-131
| -1% | -$5.63K | ﹤0.01% | 2372 |
|
|
2022
Q1 | $620K | Sell |
13,748
-2,719
| -17% | -$120K | ﹤0.01% | 2453 |
|
|
2021
Q4 | $700K | Buy |
16,467
+1,360
| +9% | +$54.7K | ﹤0.01% | 2387 |
|
|
2021
Q3 | $591K | Buy |
15,107
+2,408
| +19% | +$101K | ﹤0.01% | 2481 |
|
|
2021
Q2 | $542K | Buy |
12,699
+87
| +0.7% | +$3.99K | ﹤0.01% | 2535 |
|
|
2021
Q1 | $603K | Sell |
12,612
-366
| -3% | -$15.1K | ﹤0.01% | 2360 |
|
|
2020
Q4 | $521K | Sell |
12,978
-204
| -2% | -$7.49K | ﹤0.01% | 2293 |
|
|
2020
Q3 | $450K | Buy |
13,182
+3,591
| +37% | +$130K | ﹤0.01% | 2147 |
|
|
2020
Q2 | $349K | Buy |
+9,591
| New | +$380K | ﹤0.01% | 2253 |
|
|
2020
Q1 | – | Sell |
-11,534
| Closed | -$558K | – | 2826 |
|
|
2019
Q4 | $558K | Buy |
11,534
+218
| +2% | +$10.4K | ﹤0.01% | 2180 |
|
|
2019
Q3 | $547K | Sell |
11,316
-146
| -1% | -$6.78K | ﹤0.01% | 2123 |
|
|
2019
Q2 | $513K | Buy |
+11,462
| New | +$488K | ﹤0.01% | 2186 |
|
|
2018
Q1 | – | Sell |
-6,177
| Closed | -$317K | – | 2698 |
|
|
2017
Q4 | $317K | Buy |
+6,177
| New | +$320K | ﹤0.01% | 2168 |
|
|
2017
Q3 | – | Sell |
-13,189
| Closed | -$559K | – | 2584 |
|
|
2017
Q2 | $559K | Buy |
13,189
+285
| +2% | +$11.9K | ﹤0.01% | 1807 |
|
|
2017
Q1 | $502K | Buy |
12,904
+3,057
| +31% | +$120K | ﹤0.01% | 1809 |
|
|
2016
Q4 | $390K | Buy |
9,847
+2,087
| +27% | +$84.4K | ﹤0.01% | 1905 |
|
|
2016
Q3 | $321K | Sell |
7,760
-393
| -5% | -$16.7K | ﹤0.01% | 1947 |
|
|
2016
Q2 | $365K | Buy |
8,153
+474
| +6% | +$19.4K | ﹤0.01% | 1932 |
|
|
2016
Q1 | $313K | Buy |
7,679
+3
| +0% | +$113 | ﹤0.01% | 1801 |
|
|
2015
Q4 | $272K | Buy |
+7,676
| New | +$263K | ﹤0.01% | 1964 |
|
Other funds holding AVA
VPM
VCM
WHG
