Steward Partners Investment Advisory’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,063
| – | – | ﹤0.01% | 1925 |
|
|
2025
Q1 | $111K | Sell |
1,063
-757
| -42% | -$79.3K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $198K | Buy |
1,820
+548
| +43% | +$59.5K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $136K | Buy |
1,272
+322
| +34% | +$34.4K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $94K | Sell |
950
-21
| -2% | -$2.08K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $89.8K | Sell |
971
-8
| -0.8% | -$740 | ﹤0.01% | 1823 |
|
|
2023
Q4 | $73.9K | Buy |
979
+6
| +0.6% | +$453 | ﹤0.01% | 1815 |
|
|
2023
Q3 | $58.9K | Hold |
973
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q2 | $70.2K | Hold |
973
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q1 | $54K | Hold |
973
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q4 | $49.3K | Sell |
973
-299
| -24% | -$15.1K | ﹤0.01% | 1843 |
|
|
2022
Q3 | $54K | Buy |
1,272
+318
| +33% | +$13.5K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $47K | Sell |
954
-250
| -21% | -$12.3K | ﹤0.01% | 1839 |
|
|
2022
Q1 | $63K | Sell |
1,204
-700
| -37% | -$36.6K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $130K | Sell |
1,904
-250
| -12% | -$17.1K | ﹤0.01% | 1477 |
|
|
2021
Q3 | $163K | Buy |
2,154
+299
| +16% | +$22.6K | ﹤0.01% | 1351 |
|
|
2021
Q2 | $185K | Sell |
1,855
-1,060
| -36% | -$106K | ﹤0.01% | 1597 |
|
|
2021
Q1 | $258K | Buy |
2,915
+1,500
| +106% | +$133K | ﹤0.01% | 1172 |
|
|
2020
Q4 | $136K | Buy |
1,415
+60
| +4% | +$5.77K | ﹤0.01% | 1235 |
|
|
2020
Q3 | $82K | Buy |
1,355
+250
| +23% | +$15.1K | ﹤0.01% | 1294 |
|
|
2020
Q2 | $73K | Sell |
1,105
-35
| -3% | -$2.31K | ﹤0.01% | 1269 |
|
|
2020
Q1 | $63K | Hold |
1,140
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q4 | $95K | Sell |
1,140
-30
| -3% | -$2.5K | ﹤0.01% | 1155 |
|
|
2019
Q3 | $86K | Hold |
1,170
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q2 | $73K | Buy |
+1,170
| New | +$73K | ﹤0.01% | 1190 |
|
|
2019
Q1 | – | Sell |
-5,285
| Closed | -$249K | – | 818 |
|
|
2018
Q4 | $249K | Buy |
5,285
+4,685
| +781% | +$221K | 0.01% | 643 |
|
|
2018
Q3 | $39K | Buy |
600
+200
| +50% | +$13K | ﹤0.01% | 1293 |
|
|
2018
Q2 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 1392 |
|