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Beacon Investment Advisors’s SentinelOne S Stock Holding History

Beacon Investment Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Sell
21,387
-5,520
-21% -$76.6K 0.1% 148
2025
Q4 		$404K Sell
26,907
-2,131
-7% -$34.9K 0.16% 119
2025
Q3 		$511K Hold
29,038
– – 0.21% 100
2025
Q2 		$518K Hold
29,038
– – 0.22% 98
2025
Q1 		$528K Hold
29,038
– – 0.25% 96
2024
Q4 		$645K Hold
29,038
– – 0.3% 81
2024
Q3 		$695K Hold
29,038
– – 0.33% 82
2024
Q2 		$611K Hold
29,038
– – 0.31% 81
2024
Q1 		$677K Hold
29,038
– – 0.39% 73
2023
Q4 		$797K Sell
29,038
-8,492
-23% -$164K 0.51% 58
2023
Q3 		$633K Hold
37,530
– – 0.45% 62
2023
Q2 		$567K Hold
37,530
– – 0.39% 71
2023
Q1 		$614K Hold
37,530
– – 0.45% 65
2022
Q4 		$548K Buy
+37,530
New +$695K 0.46% 67

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