BEI
Benjamin Edwards Inc’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8M | Buy |
478,957
+7,540
| +2% | +$674K | 0.55% | 53 |
|
|
2025
Q1 | $35.8M | Buy |
471,417
+68,445
| +17% | +$5.19M | 0.5% | 61 |
|
|
2024
Q4 | $31.2M | Buy |
402,972
+1,737
| +0.4% | +$134K | 0.45% | 61 |
|
|
2024
Q3 | $29.3M | Buy |
401,235
+383,354
| +2,144% | +$28M | 0.43% | 64 |
|
|
2024
Q2 | $1.08M | Sell |
17,881
-25
| -0.1% | -$1.51K | 0.21% | 127 |
|
|
2024
Q1 | $1.13M | Buy |
17,906
+730
| +4% | +$46.1K | 0.22% | 122 |
|
|
2023
Q4 | $999K | Sell |
17,176
-67
| -0.4% | -$3.9K | 0.22% | 129 |
|
|
2023
Q3 | $838K | Sell |
17,243
-531
| -3% | -$25.8K | 0.2% | 136 |
|
|
2023
Q2 | $886K | Sell |
17,774
-1,680
| -9% | -$83.7K | 0.21% | 133 |
|
|
2023
Q1 | $1.06M | Buy |
19,454
+156
| +0.8% | +$8.53K | 0.26% | 112 |
|
|
2022
Q4 | $1.18M | Buy |
19,298
+328
| +2% | +$20.1K | 0.31% | 96 |
|
|
2022
Q3 | $1.08M | Buy |
18,970
+12,566
| +196% | +$712K | 0.32% | 97 |
|
|
2022
Q2 | $977K | Buy |
6,404
+854
| +15% | +$130K | 0.29% | 104 |
|
|
2022
Q1 | $989K | Buy |
5,550
+825
| +17% | +$147K | 0.29% | 102 |
|
|
2021
Q4 | $992K | Sell |
4,725
-1,629
| -26% | -$342K | 0.32% | 94 |
|
|
2021
Q3 | $1.23M | Buy |
6,354
+169
| +3% | +$32.6K | 0.75% | 32 |
|
|
2021
Q2 | $1.09M | Sell |
6,185
-118
| -2% | -$20.7K | 0.75% | 38 |
|
|
2021
Q1 | $929K | Buy |
6,303
+190
| +3% | +$28K | 0.71% | 50 |
|
|
2020
Q4 | $811K | Buy |
6,113
+103
| +2% | +$13.7K | 0.63% | 61 |
|
|
2020
Q3 | $737K | Sell |
6,010
-29
| -0.5% | -$3.56K | 0.61% | 58 |
|
|
2020
Q2 | $721K | Buy |
6,039
+165
| +3% | +$19.7K | 0.6% | 58 |
|
|
2020
Q1 | $558K | Buy |
5,874
+4,871
| +486% | +$463K | 0.58% | 64 |
|
|
2019
Q4 | $107K | Buy |
1,003
+1
| +0.1% | +$107 | 0.22% | 98 |
|
|
2019
Q3 | $100K | Buy |
1,002
+119
| +13% | +$11.9K | 0.22% | 99 |
|
|
2019
Q2 | $85K | Buy |
883
+197
| +29% | +$19K | 0.21% | 101 |
|
|
2019
Q1 | $60K | Buy |
+686
| New | +$60K | 0.29% | 112 |
|