IFP Advisors’s Itron ITRI Stock Holding History

IFP Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$70K	Buy	532 +72	+16%	+$9.48K	﹤0.01%	1857
2025 Q1	$48.2K	Sell	460 -46	-9%	-$4.82K	﹤0.01%	1911
2024 Q4	$54.9K	Buy	506 +6	+1%	+$651	﹤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	$36.1K	Hold	500	–	–	﹤0.01%	1749
2023 Q1	$28.5K	Sell	500 -243	-33%	-$13.8K	﹤0.01%	1856
2022 Q4	$53K	Buy	743 +7	+1%	+$499	﹤0.01%	2200
2022 Q3	$52K	Buy	736 +19	+3%	+$1.34K	﹤0.01%	2336
2022 Q2	$51K	Hold	717	–	–	﹤0.01%	2161
2022 Q1	$51K	Buy	717 +217	+43%	+$15.4K	﹤0.01%	2161
2021 Q4	$35K	Hold	500	–	–	﹤0.01%	1664
2021 Q3	$38K	Hold	500	–	–	﹤0.01%	1644
2021 Q2	$50K	Buy	500 +40	+9%	+$4K	﹤0.01%	1519
2021 Q1	$41K	Hold	460	–	–	﹤0.01%	1540
2020 Q4	$44K	Hold	460	–	–	﹤0.01%	1484
2020 Q3	$28K	Sell	460 -44	-9%	-$2.68K	﹤0.01%	1502
2020 Q2	$33K	Buy	504 +5	+1%	+$327	﹤0.01%	1381
2020 Q1	$32K	Buy	499 +39	+8%	+$2.5K	﹤0.01%	1303
2019 Q4	$39K	Hold	460	–	–	﹤0.01%	1357
2019 Q3	$34K	Buy	+460	New	+$34K	﹤0.01%	1535
2019 Q1	–	Sell	-96	Closed	-$5K	–	2858
2018 Q4	$5K	Buy	96 +29	+43%	+$1.51K	﹤0.01%	2799
2018 Q3	$4K	Sell	67 -43	-39%	-$2.57K	﹤0.01%	3261
2018 Q2	$7K	Sell	110 -12	-10%	-$764	﹤0.01%	3051
2018 Q1	$8K	Hold	122	–	–	﹤0.01%	2924
2017 Q4	$8K	Sell	122 -702	-85%	-$46K	﹤0.01%	2921
2017 Q3	$64K	Buy	824 +753	+1,061%	+$58.5K	﹤0.01%	1824
2017 Q2	$5K	Hold	71	–	–	﹤0.01%	3364
2017 Q1	$4K	Buy	71 +7	+11%	+$394	﹤0.01%	3381
2016 Q4	$4K	Hold	64	–	–	﹤0.01%	3367
2016 Q3	$4K	Buy	64 +53	+482%	+$3.31K	﹤0.01%	3312
2016 Q2	$0	Buy	+11	New	–	﹤0.01%	4003