IFP Advisors’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 | $45.6K | Sell |
509
-27
| -5% | -$2.59K | ﹤0.01% | 2304 |
|
|
2025
Q4 | $49.8K | Buy |
536
+4
| +0.8% | +$436 | ﹤0.01% | 2191 |
|
|
2025
Q3 | $66.3K | Hold |
532
| – | – | ﹤0.01% | 1926 |
|
|
2025
Q2 | $70K | Buy |
532
+72
| +16% | +$8.14K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $48.2K | Sell |
460
-46
| -9% | -$4.82K | ﹤0.01% | 1911 |
|
|
2024
Q4 | $54.9K | Buy |
506
+6
| +1% | +$670 | ﹤0.01% | 1785 |
|
|
2024
Q3 | $53.4K | Hold |
500
| – | – | ﹤0.01% | 1707 |
|
|
2024
Q2 | $49.5K | Hold |
500
| – | – | ﹤0.01% | 1688 |
|
|
2024
Q1 | $46.3K | Hold |
500
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q4 | $37.8K | Hold |
500
| – | – | ﹤0.01% | 1652 |
|
|
2023
Q3 | $30.3K | Hold |
500
| – | – | ﹤0.01% | 1765 |
|
|
2023
Q2 | $36K | Hold |
500
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q1 | $28.5K | Sell |
500
-243
| -33% | -$13.4K | ﹤0.01% | 1856 |
|
|
2022
Q4 | $53K | Buy |
743
+7
| +1% | +$346 | ﹤0.01% | 2200 |
|
|
2022
Q3 | $52K | Buy |
736
+19
| +3% | +$946 | ﹤0.01% | 2335 |
|
|
2022
Q2 | $51K | Hold |
717
| – | – | ﹤0.01% | 2160 |
|
|
2022
Q1 | $51K | Buy |
717
+217
| +43% | +$12.1K | ﹤0.01% | 2160 |
|
|
2021
Q4 | $35K | Hold |
500
| – | – | ﹤0.01% | 1693 |
|
|
2021
Q3 | $38K | Hold |
500
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q2 | $50K | Buy |
500
+40
| +9% | +$3.71K | ﹤0.01% | 1519 |
|
|
2021
Q1 | $41K | Hold |
460
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q4 | $44K | Hold |
460
| – | – | ﹤0.01% | 1484 |
|
|
2020
Q3 | $28K | Sell |
460
-44
| -9% | -$2.8K | ﹤0.01% | 1503 |
|
|
2020
Q2 | $33K | Buy |
504
+5
| +1% | +$318 | ﹤0.01% | 1383 |
|
|
2020
Q1 | $32K | Buy |
499
+39
| +8% | +$2.96K | ﹤0.01% | 1306 |
|
|
2019
Q4 | $39K | Hold |
460
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q3 | $34K | Buy |
+460
| New | +$30.9K | ﹤0.01% | 1535 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$5K | – | 2883 |
|
|
2018
Q4 | $5K | Buy |
96
+29
| +43% | +$1.53K | ﹤0.01% | 2844 |
|
|
2018
Q3 | $4K | Sell |
67
-43
| -39% | -$2.71K | ﹤0.01% | 3301 |
|
|
2018
Q2 | $7K | Sell |
110
-12
| -10% | -$760 | ﹤0.01% | 3096 |
|
|
2018
Q1 | $8K | Hold |
122
| – | – | ﹤0.01% | 2924 |
|
|
2017
Q4 | $8K | Sell |
122
-702
| -85% | -$50.2K | ﹤0.01% | 2969 |
|
|
2017
Q3 | $64K | Buy |
824
+753
| +1,061% | +$54.6K | ﹤0.01% | 1839 |
|
|
2017
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 3398 |
|
|
2017
Q1 | $4K | Buy |
71
+7
| +11% | +$435 | ﹤0.01% | 3416 |
|
|
2016
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 3394 |
|
|
2016
Q3 | $4K | Buy |
64
+53
| +482% | +$2.54K | ﹤0.01% | 3329 |
|
|
2016
Q2 | $0 | Buy |
+11
| New | +$464 | ﹤0.01% | 3939 |
|
Other funds holding ITRI
VPM
VCM
