Creative Planning’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
25,579
+2,959
| +13% | +$389K | ﹤0.01% | 965 |
|
|
2025
Q1 | $2.37M | Buy |
22,620
+3,675
| +19% | +$385K | ﹤0.01% | 1076 |
|
|
2024
Q4 | $2.06M | Buy |
18,945
+3,268
| +21% | +$355K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $1.67M | Buy |
15,677
+2,284
| +17% | +$244K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $1.33M | Buy |
13,393
+2,867
| +27% | +$284K | ﹤0.01% | 1218 |
|
|
2024
Q1 | $974K | Buy |
10,526
+5,391
| +105% | +$499K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $388K | Buy |
+5,135
| New | +$388K | ﹤0.01% | 1890 |
|
|
2023
Q3 | – | Sell |
-4,264
| Closed | -$307K | – | 2861 |
|
|
2023
Q2 | $307K | Buy |
+4,264
| New | +$307K | ﹤0.01% | 1889 |
|
|
2017
Q3 | – | Sell |
-73
| Closed | -$5K | – | 2733 |
|
|
2017
Q2 | $5K | Buy |
73
+69
| +1,725% | +$4.73K | ﹤0.01% | 3931 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 4590 |
|
|
2016
Q4 | $0 | Sell |
4
-79
| -95% | – | ﹤0.01% | 4512 |
|
|
2016
Q3 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 3788 |
|
|
2015
Q2 | – | Sell |
-1,651
| Closed | -$60K | – | 1957 |
|
|
2015
Q1 | $60K | Buy |
1,651
+1,451
| +726% | +$52.7K | ﹤0.01% | 1879 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 3177 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 3015 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2919 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2869 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2667 |
|
|
2013
Q3 | – | Sell |
-177
| Closed | -$8K | – | 3279 |
|
|
2013
Q2 | $8K | Buy |
+177
| New | +$8K | ﹤0.01% | 2360 |
|