Valeo Financial Advisors’s Idacorp IDA Stock Holding History

Valeo Financial Advisors’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy
2025 Q1	$253K	Buy
2021 Q2	–	Sell
2021 Q1	$3K	Buy
2020 Q3	–	Sell
2020 Q2	$1K	Buy
2018 Q4	–	Sell
2018 Q3	$3K	Buy
2018 Q1	–	Hold
2017 Q4	–	Hold