Bragg Financial Advisors’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 | $549K | Hold |
22,956
| – | – | 0.02% | 254 |
|
|
2025
Q1 | $451K | Hold |
22,956
| – | – | 0.02% | 262 |
|
|
2024
Q4 | $510K | Hold |
22,956
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $242K | Buy |
22,956
+5,744
| +33% | +$60.7K | 0.01% | 308 |
|
|
2024
Q2 | $211K | Sell |
17,212
-5,744
| -25% | -$70.3K | 0.01% | 311 |
|
|
2024
Q1 | $258K | Hold |
22,956
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $340K | Hold |
22,956
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $304K | Hold |
22,956
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $375K | Buy |
22,956
+1,469
| +7% | +$24K | 0.02% | 264 |
|
|
2023
Q1 | $428K | Hold |
21,487
| – | – | 0.03% | 247 |
|
|
2022
Q4 | $411K | Sell |
21,487
-3,009
| -12% | -$57.5K | 0.03% | 244 |
|
|
2022
Q3 | $490K | Hold |
24,496
| – | – | 0.03% | 223 |
|
|
2022
Q2 | $404K | Hold |
24,496
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $592K | Sell |
24,496
-4,000
| -14% | -$96.7K | 0.03% | 222 |
|
|
2021
Q4 | $533K | Hold |
28,496
| – | – | 0.03% | 217 |
|
|
2021
Q3 | $533K | Hold |
28,496
| – | – | 0.03% | 217 |
|
|
2021
Q2 | $766K | Hold |
28,496
| – | – | 0.05% | 193 |
|
|
2021
Q1 | $771K | Buy |
28,496
+1,500
| +6% | +$40.6K | 0.05% | 193 |
|
|
2020
Q4 | $774K | Buy |
26,996
+40
| +0.1% | +$1.15K | 0.07% | 178 |
|
|
2020
Q3 | $484K | Hold |
26,956
| – | – | 0.05% | 191 |
|
|
2020
Q2 | $293K | Hold |
26,956
| – | – | 0.03% | 228 |
|
|
2020
Q1 | $141K | Hold |
26,956
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $201K | Hold |
26,956
| – | – | 0.02% | 264 |
|
|
2019
Q3 | $88K | Buy |
26,956
+5,195
| +24% | +$17K | 0.01% | 266 |
|
|
2019
Q2 | $267K | Buy |
+21,761
| New | +$267K | 0.03% | 246 |
|