Global Retirement Partners’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 | $255K | Buy |
+10,681
| New | +$255K | 0.01% | 970 |
|
|
2024
Q4 | $238K | Sell |
10,711
-509
| -5% | -$11.3K | 0.01% | 878 |
|
|
2024
Q3 | $118K | Hold |
11,220
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q2 | $137K | Buy |
11,220
+540
| +5% | +$6.61K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $120K | Hold |
10,680
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q4 | $127K | Sell |
10,680
-125
| -1% | -$1.48K | 0.01% | 935 |
|
|
2023
Q3 | $123K | Buy |
10,805
+40
| +0.4% | +$455 | 0.01% | 852 |
|
|
2023
Q2 | $176K | Hold |
10,765
| – | – | 0.01% | 736 |
|
|
2023
Q1 | $178K | Buy |
10,765
+125
| +1% | +$2.06K | 0.01% | 714 |
|
|
2022
Q4 | $203K | Hold |
10,640
| – | – | 0.01% | 588 |
|
|
2022
Q3 | $199K | Hold |
10,640
| – | – | 0.02% | 561 |
|
|
2022
Q2 | $176K | Hold |
10,640
| – | – | 0.01% | 586 |
|
|
2022
Q1 | $160K | Buy |
10,640
+7
| +0.1% | +$105 | 0.01% | 608 |
|
|
2021
Q4 | $233K | Hold |
10,633
| – | – | 0.18% | 47 |
|
|
2021
Q3 | $199K | Hold |
10,633
| – | – | 0.02% | 468 |
|
|
2021
Q2 | $286K | Hold |
10,633
| – | – | 0.03% | 389 |
|
|
2021
Q1 | $288K | Buy |
10,633
+1,000
| +10% | +$27.1K | 0.03% | 350 |
|
|
2020
Q4 | $276K | Buy |
+9,633
| New | +$276K | 0.03% | 334 |
|