Cypress Wealth Services’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	$297K	Buy	12,423 +38	+0.3%	+$909	0.05%	234
2025 Q1	$243K	Hold	12,385	–	–	0.05%	245
2024 Q4	$275K	Buy	+12,385	New	+$275K	0.06%	218