UMB Bank’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $321K | Buy |
2,779
+102
| +4% | +$11.8K | 0.01% | 499 |
|
2025
Q1 | $311K | Buy |
2,677
+273
| +11% | +$31.7K | 0.01% | 486 |
|
2024
Q4 | $263K | Buy |
2,404
+137
| +6% | +$15K | ﹤0.01% | 517 |
|
2024
Q3 | $234K | Buy |
2,267
+31
| +1% | +$3.2K | ﹤0.01% | 541 |
|
2024
Q2 | $208K | Hold |
2,236
| – | – | ﹤0.01% | 551 |
|
2024
Q1 | $208K | Sell |
2,236
-19
| -0.8% | -$1.77K | ﹤0.01% | 567 |
|
2023
Q4 | $222K | Sell |
2,255
-241
| -10% | -$23.7K | ﹤0.01% | 557 |
|
2023
Q3 | $234K | Buy |
2,496
+59
| +2% | +$5.53K | ﹤0.01% | 535 |
|
2023
Q2 | $250K | Hold |
2,437
| – | – | ﹤0.01% | 529 |
|
2023
Q1 | $264K | Hold |
2,437
| – | – | ﹤0.01% | 513 |
|
2022
Q4 | $263K | Sell |
2,437
-29
| -1% | -$3.13K | ﹤0.01% | 524 |
|
2022
Q3 | $244K | Buy |
2,466
+2
| +0.1% | +$198 | ﹤0.01% | 560 |
|
2022
Q2 | $261K | Sell |
2,464
-12
| -0.5% | -$1.27K | ﹤0.01% | 577 |
|
2022
Q1 | $286K | Sell |
2,476
-28
| -1% | -$3.23K | ﹤0.01% | 584 |
|
2021
Q4 | $284K | Buy |
2,504
+464
| +23% | +$52.6K | ﹤0.01% | 596 |
|
2021
Q3 | $211K | Buy |
+2,040
| New | +$211K | ﹤0.01% | 357 |
|
2021
Q2 | – | Sell |
-2,040
| Closed | -$204K | – | 376 |
|
2021
Q1 | $204K | Sell |
2,040
-45
| -2% | -$4.5K | 0.01% | 346 |
|
2020
Q4 | $200K | Buy |
+2,085
| New | +$200K | 0.01% | 343 |
|
2020
Q1 | – | Sell |
-2,027
| Closed | -$217K | – | 349 |
|
2019
Q4 | $217K | Hold |
2,027
| – | – | 0.01% | 346 |
|
2019
Q3 | $228 | Hold |
2,027
| – | – | 0.01% | 355 |
|
2019
Q2 | $204 | Sell |
2,027
-491
| -19% | -$49 | 0.01% | 349 |
|
2019
Q1 | $251K | Hold |
2,518
| – | – | 0.01% | 326 |
|
2018
Q4 | $234 | Hold |
2,518
| – | – | 0.01% | 304 |
|
2018
Q3 | $249K | Buy |
+2,518
| New | +$249K | 0.01% | 313 |
|