Charles Schwab’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 | $41.8M | Buy |
1,747,741
+126,453
| +8% | +$3.02M | 0.01% | 1209 |
|
|
2025
Q1 | $31.9M | Sell |
1,621,288
-32,799
| -2% | -$645K | 0.01% | 1368 |
|
|
2024
Q4 | $36.7M | Buy |
1,654,087
+10,265
| +0.6% | +$228K | 0.01% | 1341 |
|
|
2024
Q3 | $17.4M | Sell |
1,643,822
-42,002
| -2% | -$444K | ﹤0.01% | 1774 |
|
|
2024
Q2 | $20.6M | Buy |
1,685,824
+46,113
| +3% | +$564K | ﹤0.01% | 1666 |
|
|
2024
Q1 | $18.4M | Buy |
1,639,711
+35,604
| +2% | +$400K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $23.7M | Buy |
1,604,107
+25,437
| +2% | +$376K | 0.01% | 1481 |
|
|
2023
Q3 | $20.9M | Buy |
1,578,670
+113,430
| +8% | +$1.5M | 0.01% | 1481 |
|
|
2023
Q2 | $24M | Buy |
1,465,240
+58,067
| +4% | +$949K | 0.01% | 1365 |
|
|
2023
Q1 | $28M | Sell |
1,407,173
-191
| -0% | -$3.81K | 0.01% | 1209 |
|
|
2022
Q4 | $26.9M | Buy |
1,407,364
+57,029
| +4% | +$1.09M | 0.01% | 1214 |
|
|
2022
Q3 | $27M | Buy |
1,350,335
+199,464
| +17% | +$3.99M | 0.01% | 1169 |
|
|
2022
Q2 | $19M | Buy |
1,150,871
+88,022
| +8% | +$1.45M | 0.01% | 1446 |
|
|
2022
Q1 | $25.7M | Buy |
1,062,849
+27,186
| +3% | +$657K | 0.01% | 1342 |
|
|
2021
Q4 | $22.7M | Buy |
1,035,663
+32,171
| +3% | +$706K | 0.01% | 1486 |
|
|
2021
Q3 | $18.8M | Buy |
1,003,492
+80,997
| +9% | +$1.52M | 0.01% | 1641 |
|
|
2021
Q2 | $24.8M | Buy |
922,495
+123,817
| +16% | +$3.33M | 0.01% | 1413 |
|
|
2021
Q1 | $21.6M | Buy |
798,678
+89,124
| +13% | +$2.41M | 0.01% | 1471 |
|
|
2020
Q4 | $20.3M | Buy |
709,554
+159,413
| +29% | +$4.57M | 0.01% | 1394 |
|
|
2020
Q3 | $9.89M | Buy |
550,141
+360,625
| +190% | +$6.48M | ﹤0.01% | 1705 |
|
|
2020
Q2 | $2.06M | Buy |
189,516
+63,613
| +51% | +$692K | ﹤0.01% | 2415 |
|
|
2020
Q1 | $659K | Buy |
125,903
+15
| +0% | +$79 | ﹤0.01% | 2611 |
|
|
2019
Q4 | $941K | Buy |
125,888
+5,032
| +4% | +$37.6K | ﹤0.01% | 2616 |
|
|
2019
Q3 | $393K | Hold |
120,856
| – | – | ﹤0.01% | 2892 |
|
|
2019
Q2 | $1.48M | Buy |
+120,856
| New | +$1.48M | ﹤0.01% | 2459 |
|
|
2018
Q4 | – | Sell |
-6,100
| Closed | -$208K | – | 3146 |
|
|
2018
Q3 | $208K | Buy |
+6,100
| New | +$208K | ﹤0.01% | 3071 |
|