Allworth Financial’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $15.4K | Buy |
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|
2024
Q4 | $20.9K | Buy |
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|
2024
Q3 | $8.5K | Sell |
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|
2024
Q2 | $12.7K | Buy |
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|
2024
Q1 | $8.41K | Hold |
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|
2023
Q4 | $11.1K | Sell |
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|
2023
Q3 | $17.9K | Buy |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $25.9K | Hold |
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|
2022
Q4 | $24.9K | Sell |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $32K | Buy |
|