IFP Advisors’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2K | Sell |
278
-6,744
| -96% | -$2M | ﹤0.01% | 1758 |
|
|
2025
Q1 | $278K | Buy |
7,022
+2,342
| +50% | +$92.6K | 0.01% | 1021 |
|
|
2024
Q4 | $220K | Buy |
4,680
+4,581
| +4,627% | +$215K | 0.01% | 1083 |
|
|
2024
Q3 | $5.03K | Buy |
99
+1
| +1% | +$51 | ﹤0.01% | 2670 |
|
|
2024
Q2 | $4.84K | Buy |
98
+83
| +553% | +$4.1K | ﹤0.01% | 2566 |
|
|
2024
Q1 | $783 | Buy |
15
+13
| +650% | +$679 | ﹤0.01% | 2902 |
|
|
2023
Q4 | $104 | Sell |
2
-335
| -99% | -$17.4K | ﹤0.01% | 2973 |
|
|
2023
Q3 | $16.9K | Buy |
+337
| New | +$16.9K | ﹤0.01% | 2017 |
|
|
2023
Q1 | – | Sell |
-116
| Closed | -$4K | – | 3496 |
|
|
2022
Q4 | $4K | Sell |
116
-25
| -18% | -$862 | ﹤0.01% | 3861 |
|
|
2022
Q3 | $5K | Hold |
141
| – | – | ﹤0.01% | 4006 |
|
|
2022
Q2 | $5K | Hold |
141
| – | – | ﹤0.01% | 3759 |
|
|
2022
Q1 | $5K | Sell |
141
-69
| -33% | -$2.45K | ﹤0.01% | 3759 |
|
|
2021
Q4 | $10K | Buy |
210
+100
| +91% | +$4.76K | ﹤0.01% | 2167 |
|
|
2021
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 2345 |
|
|
2021
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 2322 |
|
|
2021
Q1 | $5K | Buy |
110
+42
| +62% | +$1.91K | ﹤0.01% | 2377 |
|
|
2020
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 2460 |
|