Creative Planning’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Buy |
20,782
+2,974
| +17% | +$286K | ﹤0.01% | 1948 |
|
|
2025
Q4 | $1.65M | Sell |
17,808
-8,780
| -33% | -$956K | ﹤0.01% | 1875 |
|
|
2025
Q3 | $3.31M | Buy |
26,588
+1,009
| +4% | +$128K | ﹤0.01% | 1144 |
|
|
2025
Q2 | $3.37M | Buy |
25,579
+2,959
| +13% | +$335K | ﹤0.01% | 968 |
|
|
2025
Q1 | $2.37M | Buy |
22,620
+3,675
| +19% | +$385K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $2.06M | Buy |
18,945
+3,268
| +21% | +$365K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $1.67M | Buy |
15,677
+2,284
| +17% | +$231K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $1.33M | Buy |
13,393
+2,867
| +27% | +$288K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $974K | Buy |
10,526
+5,391
| +105% | +$434K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $388K | Buy |
+5,135
| New | +$334K | ﹤0.01% | 1894 |
|
|
2023
Q3 | – | Sell |
-4,264
| Closed | -$307K | – | 2967 |
|
|
2023
Q2 | $307K | Buy |
+4,264
| New | +$270K | ﹤0.01% | 1897 |
|
|
2017
Q3 | – | Sell |
-73
| Closed | -$5K | – | 2798 |
|
|
2017
Q2 | $5K | Buy |
73
+69
| +1,725% | +$4.53K | ﹤0.01% | 3989 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 4786 |
|
|
2016
Q4 | $0 | Sell |
4
-79
| -95% | -$4.76K | ﹤0.01% | 4724 |
|
|
2016
Q3 | $5K | Buy |
+83
| New | +$3.98K | ﹤0.01% | 3876 |
|
|
2015
Q2 | – | Sell |
-1,651
| Closed | -$60K | – | 2045 |
|
|
2015
Q1 | $60K | Buy |
1,651
+1,451
| +726% | +$54.1K | ﹤0.01% | 1892 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 3231 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 3065 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2993 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2926 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8.49K | ﹤0.01% | 2667 |
|
|
2013
Q3 | – | Sell |
-177
| Closed | -$8K | – | 3279 |
|
|
2013
Q2 | $8K | Buy |
+177
| New | +$7.55K | ﹤0.01% | 2360 |
|
Other funds holding ITRI
VPM
VCM
