Allworth Financial’s Brookfield Renewable BEPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.7K	Buy	1,072 +466	+77%	+$19K	﹤0.01%	2440
2025 Q4	$23.2K	Buy	606 +61	+11%	+$2.45K	﹤0.01%	2711
2025 Q3	$18.8K	Buy	545 +32	+6%	+$1.1K	﹤0.01%	2749
2025 Q2	$16.8K	Buy	513 +13	+3%	+$380	﹤0.01%	2626
2025 Q1	$13.9K	Sell	500 -171	-25%	-$4.69K	﹤0.01%	2280
2024 Q4	$16.5K	Buy	671 +150	+29%	+$4.61K	﹤0.01%	2207
2024 Q3	$17K	Buy	521 +73	+16%	+$2.12K	﹤0.01%	2015
2024 Q2	$12.6K	Hold	448	–	–	﹤0.01%	2128
2024 Q1	$11K	Buy	+448	New	+$11.7K	﹤0.01%	2068
2023 Q3	–	Sell	-3	Closed	-$95	–	3445
2023 Q2	$95	Hold	3	–	–	﹤0.01%	3175
2023 Q1	$105	Hold	3	–	–	﹤0.01%	3095
2022 Q4	$83	Hold	3	–	–	﹤0.01%	2931
2022 Q3	$0	Buy	+3	New	+$115	﹤0.01%	2664
2022 Q1	–	Sell	-15	Closed	-$1K	–	2116
2021 Q4	$1K	Buy	+15	New	+$572	﹤0.01%	1786