First Foundation 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 | $1.45M | Sell |
60,538
-13,976
| -19% | -$334K | 0.05% | 159 |
|
|
2025
Q1 | $1.46M | Sell |
74,514
-3,860
| -5% | -$75.9K | 0.06% | 144 |
|
|
2024
Q4 | $1.74M | Sell |
78,374
-5,787
| -7% | -$129K | 0.07% | 133 |
|
|
2024
Q3 | $889K | Buy |
84,161
+11,340
| +16% | +$120K | 0.03% | 179 |
|
|
2024
Q2 | $891K | Sell |
72,821
-20,660
| -22% | -$253K | 0.03% | 174 |
|
|
2024
Q1 | $1.05M | Sell |
93,481
-7,718
| -8% | -$86.8K | 0.04% | 167 |
|
|
2023
Q4 | $1.5M | Sell |
101,199
-428
| -0.4% | -$6.33K | 0.07% | 139 |
|
|
2023
Q3 | $1.35M | Sell |
101,627
-5,072
| -5% | -$67.3K | 0.06% | 158 |
|
|
2023
Q2 | $1.74M | Buy |
106,699
+890
| +0.8% | +$14.6K | 0.08% | 141 |
|
|
2023
Q1 | $2.11M | Sell |
105,809
-21
| -0% | -$419 | 0.1% | 125 |
|
|
2022
Q4 | $2.02M | Buy |
105,830
+2,686
| +3% | +$51.4K | 0.1% | 122 |
|
|
2022
Q3 | $2.06M | Buy |
103,144
+1,080
| +1% | +$21.6K | 0.1% | 117 |
|
|
2022
Q2 | $1.68M | Buy |
102,064
+44
| +0% | +$726 | 0.07% | 133 |
|
|
2022
Q1 | $2.46M | Sell |
102,020
-3,266
| -3% | -$78.9K | 0.09% | 119 |
|
|
2021
Q4 | $2.31M | Buy |
105,286
+9
| +0% | +$197 | 0.08% | 124 |
|
|
2021
Q3 | $1.97M | Buy |
105,277
+230
| +0.2% | +$4.31K | 0.07% | 132 |
|
|
2021
Q2 | $2.82M | Buy |
105,047
+2,891
| +3% | +$77.7K | 0.11% | 115 |
|
|
2021
Q1 | $2.76M | Sell |
102,156
-31,859
| -24% | -$862K | 0.12% | 106 |
|
|
2020
Q4 | $3.84M | Hold |
134,015
| – | – | 0.17% | 82 |
|
|
2020
Q3 | $2.41M | Hold |
134,015
| – | – | 0.11% | 106 |
|
|
2020
Q2 | $1.46M | Hold |
134,015
| – | – | 0.08% | 143 |
|
|
2020
Q1 | $701K | Buy |
134,015
+45,333
| +51% | +$237K | 0.04% | 192 |
|
|
2019
Q4 | $662K | Sell |
88,682
-65,584
| -43% | -$490K | 0.03% | 212 |
|
|
2019
Q3 | $501K | Buy |
154,266
+50,000
| +48% | +$162K | 0.03% | 228 |
|
|
2019
Q2 | $1.28M | Buy |
104,266
+58,348
| +127% | +$716K | 0.07% | 152 |
|
|
2019
Q1 | $593K | Buy |
45,918
+27,918
| +155% | +$361K | 0.04% | 201 |
|
|
2018
Q4 | $180K | Buy |
+18,000
| New | +$180K | 0.01% | 356 |
|