Phoenix Financial’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 | $313K | Buy |
+3,489
| New | +$335K | ﹤0.01% | 378 |
|
|
2025
Q3 | – | Sell |
-1,566
| Closed | -$206K | – | 485 |
|
|
2025
Q2 | $206K | Buy |
+1,566
| New | +$177K | ﹤0.01% | 401 |
|
|
2025
Q1 | – | Sell |
-2,053
| Closed | -$223K | – | 396 |
|
|
2024
Q4 | $223K | Sell |
2,053
-98
| -5% | -$10.9K | ﹤0.01% | 336 |
|
|
2024
Q3 | $230K | Sell |
2,151
-56
| -3% | -$5.67K | ﹤0.01% | 322 |
|
|
2024
Q2 | $219K | Sell |
2,207
-887
| -29% | -$89.3K | ﹤0.01% | 314 |
|
|
2024
Q1 | $285K | Sell |
3,094
-694
| -18% | -$55.9K | ﹤0.01% | 333 |
|
|
2023
Q4 | $289K | Sell |
3,788
-225
| -6% | -$14.6K | ﹤0.01% | 273 |
|
|
2023
Q3 | $241K | Sell |
4,013
-419
| -9% | -$28.8K | ﹤0.01% | 295 |
|
|
2023
Q2 | $314K | Buy |
+4,432
| New | +$280K | 0.01% | 269 |
|
|
2023
Q1 | – | Sell |
-5,377
| Closed | -$297K | – | 311 |
|
|
2022
Q4 | $276K | Sell |
5,377
-399
| -7% | -$19.7K | 0.01% | 249 |
|
|
2022
Q3 | $253K | Sell |
5,776
-172
| -3% | -$8.56K | 0.01% | 296 |
|
|
2022
Q2 | $289K | Sell |
5,948
-491
| -8% | -$24.4K | 0.01% | 326 |
|
|
2022
Q1 | $341K | Buy |
6,439
+1,055
| +20% | +$59K | 0.01% | 323 |
|
|
2021
Q4 | $364K | Sell |
5,384
-270
| -5% | -$19K | 0.01% | 310 |
|
|
2021
Q3 | $446K | Buy |
+5,654
| New | +$484K | 0.01% | 332 |
|
|
2021
Q2 | – | Sell |
-3,156
| Closed | -$275K | – | 363 |
|
|
2021
Q1 | $275K | Sell |
3,156
-2,339
| -43% | -$231K | 0.01% | 354 |
|
|
2020
Q4 | $521K | Sell |
5,495
-4,702
| -46% | -$362K | 0.01% | 254 |
|
|
2020
Q3 | $573K | Buy |
10,197
+4,744
| +87% | +$302K | 0.02% | 225 |
|
|
2020
Q2 | $337K | Buy |
5,453
+772
| +16% | +$49.2K | 0.01% | 258 |
|
|
2020
Q1 | $253K | Buy |
+4,681
| New | +$356K | 0.01% | 280 |
|
Other funds holding ITRI
VPM
VCM
