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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

IDA holding history

Idacorp Inc in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IDA overviewAll 13F holders of IDAFull Q3 2023 holdings

Shares (Q3 2023)
31
Value
$2.90K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of IDA by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202331$2.90K<0.1%00.0%UnchangedHolders
Q2 202331$3.18K<0.1%00.0%UnchangedHolders
Q1 202331$3.36K<0.1%−1−3.1%ReducedHolders
Q4 202232$3.45K<0.1%00.0%UnchangedHolders
Q3 202232$3.17K<0.1%−4−11.1%ReducedHolders
Q2 202236$3.81K<0.1%00.0%UnchangedHolders
Q1 202236$4.15K<0.1%00.0%UnchangedHolders
Q4 202136$4.08K<0.1%+5+16.1%AddedHolders
Q3 202131$3.21K<0.1%00.0%UnchangedHolders
Q2 202131$3.02K<0.1%00.0%UnchangedHolders
Q1 202131$3.10K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.