BFSG LLC’s Iteris, Inc. ITI Stock Holding History

BFSG LLC’s Portfolio ITI Stock Details ITI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,968	Closed	-$14.1K	–	687
2024 Q3	$14.1K	Sell	1,968 -10,752	-85%	-$64.2K	﹤0.01%	472
2024 Q2	$55.1K	Buy	12,720 +3,038	+31%	+$13.7K	0.01%	356
2024 Q1	$47.8K	Hold	9,682	–	–	0.01%	379
2023 Q4	$50.3K	Buy	+9,682	New	+$42.7K	0.01%	357

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BFSG LLC's ITI Position: Q4 2024 in Review

BFSG LLC sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 1,968 shares — an estimated $14.1K sold.

BFSG LLC first reported a position in ITI in Q4 2023 and held it in 4 quarters. The position peaked at $55.1K in Q2 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

BFSG LLC reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
BFSG LLC sold 1,968 Iteris, Inc. shares in Q4 2024, an estimated $14.1K.
BFSG LLC first reported a position in Iteris, Inc. in Q4 2023 and held it in 4 quarters.
BFSG LLC's Iteris, Inc. position peaked at $55.1K in Q2 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on BFSG LLC's 13F filing for Q4 2024, filed 31 Jan 2025.