Back to AVA
Sowell Financial Services LLC → AVA
Sowell Financial Services LLC AVA Position History
Avista Corporation • Utilities
Quarters held
5
Latest value
$279K
Q3 2026
Peak value
$482K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $482K |
| Q1 2026 | $470K |
| Q2 2026 | $361K |
| Q3 2026 | $279K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 8.0K | — | — |
| Q3 2026 | $279K | 8.0K | — | — |
| Q2 2026 | $361K | 8.8K | — | — |
| Q1 2026 | $470K | 11.7K | — | — |
| Q4 2025 | $482K | 12.5K | — | — |
Other funds holding AVA
$426.8M
$412.8M
$398.1M
$396.4M
$395.8M
$385.5M
$383.8M
$314.8M