Allworth Financial’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
11,006
+10,159
| +1,199% | +$243K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $15.4K | Buy |
847
+28
| +3% | +$508 | ﹤0.01% | 2214 |
|
|
2024
Q4 | $20.9K | Buy |
819
+14
| +2% | +$357 | ﹤0.01% | 2058 |
|
|
2024
Q3 | $8.5K | Sell |
805
-94
| -10% | -$993 | ﹤0.01% | 2336 |
|
|
2024
Q2 | $12.7K | Buy |
899
+151
| +20% | +$2.14K | ﹤0.01% | 2122 |
|
|
2024
Q1 | $8.41K | Hold |
748
| – | – | ﹤0.01% | 2178 |
|
|
2023
Q4 | $11.1K | Sell |
748
-602
| -45% | -$8.91K | ﹤0.01% | 1943 |
|
|
2023
Q3 | $17.9K | Buy |
1,350
+50
| +4% | +$663 | ﹤0.01% | 1596 |
|
|
2023
Q2 | $21.3K | Hold |
1,300
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q1 | $25.9K | Hold |
1,300
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q4 | $24.9K | Sell |
1,300
-27
| -2% | -$516 | ﹤0.01% | 1261 |
|
|
2022
Q3 | $27K | Buy |
1,327
+18
| +1% | +$366 | ﹤0.01% | 1173 |
|
|
2022
Q2 | $22K | Sell |
1,309
-14
| -1% | -$235 | ﹤0.01% | 1198 |
|
|
2022
Q1 | $32K | Buy |
+1,323
| New | +$32K | ﹤0.01% | 1047 |
|