Waverly Advisors’s Black Hills Corp BKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
53,708
+6,444
| +14% | +$362K | 0.03% | 401 |
|
|
2025
Q1 | $2.87M | Buy |
47,264
+3,478
| +8% | +$211K | 0.04% | 401 |
|
|
2024
Q4 | $2.56M | Buy |
43,786
+2,671
| +6% | +$156K | 0.04% | 335 |
|
|
2024
Q3 | $2.51M | Buy |
41,115
+6,928
| +20% | +$423K | 0.05% | 292 |
|
|
2024
Q2 | $1.86M | Buy |
+34,187
| New | +$1.86M | 0.04% | 327 |
|
|
2013
Q4 | – | Sell |
-999
| Closed | -$50K | – | 819 |
|
|
2013
Q3 | $50K | Buy |
+999
| New | +$50K | 0.03% | 247 |
|