Creative Planning’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.33M | Buy |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $756K | Sell |
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|
2022
Q4 | $835K | Sell |
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|
2022
Q3 | $886K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $619K | Buy |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $935K | Buy |
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|
2020
Q4 | $934K | Sell |
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|
2020
Q3 | $808K | Buy |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $382K | Buy |
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