Independent Financial Group’s Bloom Energy BE Stock Holding History

Independent Financial Group’s Portfolio BE Stock Details BE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$735K	Buy
2025 Q4	$408K	Buy
2025 Q3	$304K	Buy
2025 Q2	–	Sell
2025 Q1	$532K	Buy
2024 Q4	$541K	Buy
2021 Q3	–	Sell
2021 Q2	$597K	Buy