IFP 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 | $50.1K | Buy |
2,076
+1,951
| +1,561% | +$47.1K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $2.46K | Sell |
125
-3,789
| -97% | -$74.5K | ﹤0.01% | 3079 |
|
|
2024
Q4 | $87.4K | Buy |
3,914
+2,214
| +130% | +$49.4K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $18K | Sell |
1,700
-1,750
| -51% | -$18.5K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $42.2K | Hold |
3,450
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q1 | $38.8K | Sell |
3,450
-1,030
| -23% | -$11.6K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $66.3K | Hold |
4,480
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q3 | $59.4K | Hold |
4,480
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q2 | $73.2K | Sell |
4,480
-900
| -17% | -$14.7K | ﹤0.01% | 1458 |
|
|
2023
Q1 | $135K | Sell |
5,380
-824
| -13% | -$20.6K | 0.01% | 1108 |
|
|
2022
Q4 | $155K | Buy |
6,204
+41
| +0.7% | +$1.02K | ﹤0.01% | 1479 |
|
|
2022
Q3 | $154K | Sell |
6,163
-20
| -0.3% | -$500 | ﹤0.01% | 1570 |
|
|
2022
Q2 | $154K | Hold |
6,183
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q1 | $154K | Buy |
6,183
+580
| +10% | +$14.4K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $122K | Sell |
5,603
-1,870
| -25% | -$40.7K | ﹤0.01% | 1159 |
|
|
2021
Q3 | $141K | Sell |
7,473
-50
| -0.7% | -$943 | ﹤0.01% | 1094 |
|
|
2021
Q2 | $201K | Buy |
7,523
+500
| +7% | +$13.4K | ﹤0.01% | 903 |
|
|
2021
Q1 | $189K | Buy |
7,023
+273
| +4% | +$7.35K | ﹤0.01% | 859 |
|
|
2020
Q4 | $195K | Sell |
6,750
-4,760
| -41% | -$138K | 0.01% | 810 |
|
|
2020
Q3 | $207K | Buy |
11,510
+7,910
| +220% | +$142K | 0.01% | 691 |
|
|
2020
Q2 | $29K | Sell |
3,600
-1,000
| -22% | -$8.06K | ﹤0.01% | 1436 |
|
|
2020
Q1 | $25K | Sell |
4,600
-1,000
| -18% | -$5.44K | ﹤0.01% | 1390 |
|
|
2019
Q4 | $36K | Buy |
5,600
+1,500
| +37% | +$9.64K | ﹤0.01% | 1381 |
|
|
2019
Q3 | $14K | Buy |
+4,100
| New | +$14K | ﹤0.01% | 1900 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | – | – | 2444 |
|
|
2018
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3478 |
|