BFG
Beacon Financial Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Sell |
23,791
-1,245
| -5% | -$444K | 0.88% | 28 |
|
|
2025
Q1 | $6.81M | Sell |
25,036
-1,868
| -7% | -$508K | 0.74% | 29 |
|
|
2024
Q4 | $8.93M | Sell |
26,904
-1,814
| -6% | -$602K | 0.96% | 24 |
|
|
2024
Q3 | $9.52M | Sell |
28,718
-1,071
| -4% | -$355K | 1.03% | 20 |
|
|
2024
Q2 | $9.34M | Sell |
29,789
-1,427
| -5% | -$447K | 1.06% | 21 |
|
|
2024
Q1 | $9.76M | Sell |
31,216
-1,902
| -6% | -$595K | 1.12% | 18 |
|
|
2023
Q4 | $7.98M | Sell |
33,118
-1,219
| -4% | -$294K | 0.97% | 21 |
|
|
2023
Q3 | $7.91M | Sell |
34,337
-502
| -1% | -$116K | 1.12% | 15 |
|
|
2023
Q2 | $6.93M | Buy |
34,839
+356
| +1% | +$70.8K | 0.94% | 26 |
|
|
2023
Q1 | $5.43M | Sell |
34,483
-1,863
| -5% | -$293K | 0.76% | 36 |
|
|
2022
Q4 | $5.71M | Sell |
36,346
-158
| -0.4% | -$24.8K | 0.78% | 36 |
|
|
2022
Q3 | $4.9M | Sell |
36,504
-154
| -0.4% | -$20.7K | 0.76% | 38 |
|
|
2022
Q2 | $4.77M | Buy |
36,658
+618
| +2% | +$80.5K | 0.71% | 47 |
|
|
2022
Q1 | $5.56M | Buy |
36,040
+57
| +0.2% | +$8.8K | 0.74% | 42 |
|
|
2021
Q4 | $6.07M | Sell |
35,983
-15,712
| -30% | -$2.65M | 0.79% | 36 |
|
|
2021
Q3 | $7.93M | Sell |
51,695
-742
| -1% | -$114K | 1.06% | 23 |
|
|
2021
Q2 | $8.08M | Sell |
52,437
-1,676
| -3% | -$258K | 1.14% | 20 |
|
|
2021
Q1 | $6.8M | Hold |
54,113
| – | – | 1.06% | 21 |
|
|
2020
Q4 | $6.8M | Sell |
54,113
-1,552
| -3% | -$195K | 1.06% | 22 |
|
|
2020
Q3 | $5.68M | Sell |
55,665
-3,148
| -5% | -$321K | 1.02% | 24 |
|
|
2020
Q2 | $5.11M | Buy |
58,813
+1,001
| +2% | +$87K | 0.99% | 26 |
|
|
2020
Q1 | $4.53M | Sell |
57,812
-1,652
| -3% | -$129K | 1% | 28 |
|
|
2019
Q4 | $5.63M | Buy |
59,464
+296
| +0.5% | +$28K | 0.71% | 34 |
|
|
2019
Q3 | $4.91M | Sell |
59,168
-778
| -1% | -$64.6K | 0.84% | 38 |
|
|
2019
Q2 | $4.99M | Sell |
59,946
-71
| -0.1% | -$5.91K | 0.85% | 41 |
|
|
2019
Q1 | $4.84K | Sell |
60,017
-2,477
| -4% | -$200 | 0.79% | 37 |
|
|
2018
Q4 | $4.27M | Sell |
62,494
-1,180
| -2% | -$80.5K | 0.8% | 41 |
|
|
2018
Q3 | $5.52M | Sell |
63,674
-1,934
| -3% | -$168K | 0.93% | 37 |
|
|
2018
Q2 | $4.9M | Sell |
65,608
-661
| -1% | -$49.4K | 0.83% | 42 |
|
|
2018
Q1 | $5.3M | Sell |
66,269
-1,600
| -2% | -$128K | 0.9% | 39 |
|
|
2017
Q4 | $5.36M | Buy |
+67,869
| New | +$5.36M | 0.93% | 43 |
|