Clearstead 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 | $449K | Sell |
18,751
-115
| -0.6% | -$2.75K | 0.01% | 634 |
|
|
2025
Q1 | $371K | Buy |
18,866
+2,715
| +17% | +$53.4K | 0.01% | 649 |
|
|
2024
Q4 | $359K | Sell |
16,151
-4,238
| -21% | -$94.1K | 0.01% | 663 |
|
|
2024
Q3 | $215K | Buy |
20,389
+1,946
| +11% | +$20.6K | ﹤0.01% | 835 |
|
|
2024
Q2 | $226K | Buy |
18,443
+10,378
| +129% | +$127K | ﹤0.01% | 787 |
|
|
2024
Q1 | $93.2K | Buy |
8,065
+7,990
| +10,653% | +$92.3K | ﹤0.01% | 620 |
|
|
2023
Q4 | $1.11K | Sell |
75
-49,751
| -100% | -$736K | ﹤0.01% | 1387 |
|
|
2023
Q3 | $661K | Buy |
49,826
+24,913
| +100% | +$330K | 0.02% | 361 |
|
|
2023
Q2 | $407K | Hold |
24,913
| – | – | 0.02% | 318 |
|
|
2023
Q1 | $497K | Sell |
24,913
-1,250
| -5% | -$24.9K | 0.04% | 262 |
|
|
2022
Q4 | $500K | Buy |
26,163
+1,230
| +5% | +$23.5K | 0.04% | 254 |
|
|
2022
Q3 | $498K | Hold |
24,933
| – | – | 0.05% | 224 |
|
|
2022
Q2 | $411K | Hold |
24,933
| – | – | 0.03% | 279 |
|
|
2022
Q1 | $602K | Hold |
24,933
| – | – | 0.04% | 239 |
|
|
2021
Q4 | $547K | Hold |
24,933
| – | – | 0.04% | 246 |
|
|
2021
Q3 | $467K | Hold |
24,933
| – | – | 0.03% | 246 |
|
|
2021
Q2 | $670K | Buy |
24,933
+1,750
| +8% | +$47K | 0.05% | 194 |
|
|
2021
Q1 | $627K | Sell |
23,183
-25
| -0.1% | -$676 | 0.05% | 199 |
|
|
2020
Q4 | $665K | Buy |
23,208
+23,108
| +23,108% | +$662K | 0.06% | 184 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 744 |
|