Transamerica Financial Advisors’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	$31.1K	Buy	774 +172	+29%	+$6.94K	﹤0.01%	726
2025 Q4	$23.2K	Buy	602 +84	+16%	+$3.28K	﹤0.01%	684
2025 Q3	$19.6K	Buy	+518	New	+$19.3K	﹤0.01%	611
2016 Q2	–	Sell	-11,406	Closed	-$466K	–	412
2016 Q1	$466K	Sell	11,406 -1,432	-11%	-$53.9K	0.04%	222
2015 Q4	$455K	Hold	12,838	–	–	0.03%	246
2015 Q3	$427K	Sell	12,838 -17,066	-57%	-$545K	0.03%	221
2015 Q2	$917K	Buy	29,904 +1,267	+4%	+$40.8K	0.07%	181
2015 Q1	$979K	Buy	28,637 +6,961	+32%	+$243K	0.07%	173
2014 Q4	$767K	Sell	21,676 -2,988	-12%	-$102K	0.06%	154
2014 Q3	$753K	Sell	24,664 -5,472	-18%	-$175K	0.07%	135
2014 Q2	$1.01M	Buy	30,136 +1,194	+4%	+$37.8K	0.09%	121
2014 Q1	$888K	Sell	28,942 -3,120	-10%	-$90.7K	0.09%	115
2013 Q4	$904K	Sell	32,062 -2,932	-8%	-$80.4K	0.1%	108
2013 Q3	$924K	Buy	34,994 +24,030	+219%	+$658K	0.12%	108
2013 Q2	$297K	Buy	+10,964	New	+$301K	0.05%	165