Clearstead Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Clearstead Advisors’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-183	Closed	-$22.6K	–	2904
2025 Q1	$22.6K	Sell	183 -50	-21%	-$5.82K	﹤0.01%	1395
2024 Q4	$23.7K	Hold	233	–	–	﹤0.01%	1332
2024 Q3	$20.1K	Hold	233	–	–	﹤0.01%	1414
2024 Q2	$21.1K	Buy	+233	New	+$22.5K	﹤0.01%	1367

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Clearstead Advisors's BECN Position: Q2 2025 in Review

Clearstead Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 183 shares — an estimated $22.6K sold.

Clearstead Advisors first reported a position in BECN in Q2 2024 and held it in 4 quarters. The position peaked at $23.7K in Q4 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Clearstead Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 183 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $22.6K.
Clearstead Advisors first reported a position in Beacon Roofing Supply, Inc. in Q2 2024 and held it in 4 quarters.
Clearstead Advisors's Beacon Roofing Supply, Inc. position peaked at $23.7K in Q4 2024.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.