Thomas Story & Son’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
44,231
+8,393
| +23% | +$969K | 1.96% | 21 |
|
|
2025
Q1 | $4.17M | Buy |
35,838
+1,853
| +5% | +$215K | 1.62% | 22 |
|
|
2024
Q4 | $3.71M | Sell |
33,985
-270
| -0.8% | -$29.5K | 1.56% | 23 |
|
|
2024
Q3 | $3.53M | Buy |
34,255
+50
| +0.1% | +$5.15K | 1.44% | 26 |
|
|
2024
Q2 | $3.19M | Buy |
34,205
+750
| +2% | +$69.9K | 1.38% | 26 |
|
|
2024
Q1 | $3.11M | Buy |
33,455
+50
| +0.1% | +$4.65K | 1.31% | 27 |
|
|
2023
Q4 | $3.28M | Buy |
33,405
+110
| +0.3% | +$10.8K | 1.54% | 24 |
|
|
2023
Q3 | $3.12M | Sell |
33,295
-2,365
| -7% | -$221K | 1.52% | 24 |
|
|
2023
Q2 | $3.66M | Hold |
35,660
| – | – | 1.67% | 23 |
|
|
2023
Q1 | $3.86M | Sell |
35,660
-50
| -0.1% | -$5.42K | 1.87% | 22 |
|
|
2022
Q4 | $3.85M | Sell |
35,710
-2,300
| -6% | -$248K | 1.96% | 20 |
|
|
2022
Q3 | $3.76M | Sell |
38,010
-360
| -0.9% | -$35.6K | 1.98% | 21 |
|
|
2022
Q2 | $4.06M | Buy |
38,370
+125
| +0.3% | +$13.2K | 1.93% | 21 |
|
|
2022
Q1 | $4.41M | Sell |
38,245
-10
| -0% | -$1.15K | 1.75% | 22 |
|
|
2021
Q4 | $4.34M | Sell |
38,255
-675
| -2% | -$76.5K | 1.69% | 25 |
|
|
2021
Q3 | $4.03M | Buy |
38,930
+485
| +1% | +$50.1K | 1.65% | 22 |
|
|
2021
Q2 | $3.75M | Sell |
38,445
-665
| -2% | -$64.8K | 1.4% | 24 |
|
|
2021
Q1 | $3.91M | Buy |
39,110
+135
| +0.3% | +$13.5K | 1.48% | 22 |
|
|
2020
Q4 | $3.74M | Buy |
38,975
+675
| +2% | +$64.8K | 1.52% | 23 |
|
|
2020
Q3 | $3.06M | Buy |
38,300
+7,875
| +26% | +$629K | 1.37% | 24 |
|
|
2020
Q2 | $2.66M | Buy |
+30,425
| New | +$2.66M | 1.27% | 24 |
|