Corient Private Wealth’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 | $235K | Buy |
+9,835
| New | +$235K | ﹤0.01% | 2220 |
|
|
2025
Q1 | – | Sell |
-9,835
| Closed | -$218K | – | 2292 |
|
|
2024
Q4 | $218K | Sell |
9,835
-1,672
| -15% | -$37.1K | ﹤0.01% | 2069 |
|
|
2024
Q3 | $122K | Buy |
11,507
+165
| +1% | +$1.74K | ﹤0.01% | 2272 |
|
|
2024
Q2 | $139K | Hold |
11,342
| – | – | ﹤0.01% | 2167 |
|
|
2024
Q1 | $127K | Sell |
11,342
-598
| -5% | -$6.72K | ﹤0.01% | 2150 |
|
|
2023
Q4 | $177K | Sell |
11,940
-695
| -6% | -$10.3K | ﹤0.01% | 2095 |
|
|
2023
Q3 | $168K | Sell |
12,635
-58
| -0.5% | -$769 | ﹤0.01% | 1948 |
|
|
2023
Q2 | $208K | Hold |
12,693
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q1 | $253K | Buy |
+12,693
| New | +$253K | ﹤0.01% | 1677 |
|