Avalon Trust’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 | $16.4M | Sell |
684,792
-28,515
| -4% | -$682K | 1.2% | 21 |
|
|
2025
Q1 | $14M | Sell |
713,307
-11,013
| -2% | -$217K | 1.12% | 28 |
|
|
2024
Q4 | $16.1M | Sell |
724,320
-1,680
| -0.2% | -$37.3K | 1.14% | 29 |
|
|
2024
Q3 | $7.67M | Buy |
726,000
+458,641
| +172% | +$4.84M | 0.57% | 41 |
|
|
2024
Q2 | $3.27M | Sell |
267,359
-2,475
| -0.9% | -$30.3K | 0.26% | 48 |
|
|
2024
Q1 | $3.03M | Buy |
269,834
+5,750
| +2% | +$64.6K | 0.25% | 49 |
|
|
2023
Q4 | $3.91M | Sell |
264,084
-207,653
| -44% | -$3.07M | 0.36% | 47 |
|
|
2023
Q3 | $6.26M | Buy |
471,737
+10,600
| +2% | +$141K | 0.62% | 42 |
|
|
2023
Q2 | $7.54M | Buy |
461,137
+3,500
| +0.8% | +$57.2K | 0.68% | 43 |
|
|
2023
Q1 | $9.12M | Buy |
+457,637
| New | +$9.12M | 0.9% | 39 |
|