Steward Partners Investment Advisory’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
8,573
+6,965
| +433% | +$1.71M | 0.02% | 704 |
|
|
2025
Q1 | $306K | Hold |
1,608
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q4 | $341K | Hold |
1,608
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q3 | $351K | Buy |
1,608
+62
| +4% | +$13.5K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $288K | Hold |
1,546
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q1 | $250K | Buy |
1,546
+38
| +3% | +$6.15K | ﹤0.01% | 1335 |
|
|
2023
Q4 | $233K | Sell |
1,508
-100
| -6% | -$15.4K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $231K | Buy |
1,608
+100
| +7% | +$14.4K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $223K | Hold |
1,508
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q1 | $184K | Hold |
1,508
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q4 | $164K | Sell |
1,508
-20
| -1% | -$2.18K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $141K | Hold |
1,528
| – | – | ﹤0.01% | 1349 |
|
|
2022
Q2 | $124K | Sell |
1,528
-57
| -4% | -$4.63K | ﹤0.01% | 1406 |
|
|
2022
Q1 | $158K | Sell |
1,585
-123
| -7% | -$12.3K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $182K | Hold |
1,708
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q3 | $173K | Hold |
1,708
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $168K | Hold |
1,708
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q1 | $159K | Hold |
1,708
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q4 | $161K | Hold |
1,708
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $112K | Hold |
1,708
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q2 | $107K | Hold |
1,708
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $91K | Hold |
1,708
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q4 | $110K | Hold |
1,708
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q3 | $91K | Hold |
1,708
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q2 | $101K | Buy |
+1,708
| New | +$101K | ﹤0.01% | 1051 |
|
|
2018
Q4 | – | Sell |
-1,708
| Closed | -$90K | – | 926 |
|
|
2018
Q3 | $90K | Buy |
1,708
+1,320
| +340% | +$69.6K | ﹤0.01% | 962 |
|
|
2018
Q2 | $17K | Hold |
388
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $18K | Hold |
388
| – | – | ﹤0.01% | 1361 |
|
|
2017
Q4 | $18K | Buy |
388
+340
| +708% | +$15.8K | ﹤0.01% | 1149 |
|
|
2017
Q3 | $2K | Sell |
48
-32
| -40% | -$1.33K | ﹤0.01% | 1472 |
|
|
2017
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1321 |
|