LPL Financial’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 | $4M | Buy |
167,269
+45,958
| +38% | +$1.1M | ﹤0.01% | 2482 |
|
2025
Q1 | $2.38M | Sell |
121,311
-56,758
| -32% | -$1.12M | ﹤0.01% | 2766 |
|
2024
Q4 | $3.95M | Sell |
178,069
-41,104
| -19% | -$913K | ﹤0.01% | 2252 |
|
2024
Q3 | $2.31M | Buy |
219,173
+136,815
| +166% | +$1.44M | ﹤0.01% | 2559 |
|
2024
Q2 | $1.01M | Buy |
82,358
+27,653
| +51% | +$338K | ﹤0.01% | 3209 |
|
2024
Q1 | $615K | Sell |
54,705
-2,157
| -4% | -$24.2K | ﹤0.01% | 3558 |
|
2023
Q4 | $842K | Sell |
56,862
-17,500
| -24% | -$259K | ﹤0.01% | 3166 |
|
2023
Q3 | $986K | Buy |
74,362
+12,773
| +21% | +$169K | ﹤0.01% | 2880 |
|
2023
Q2 | $1.01M | Buy |
61,589
+5,188
| +9% | +$84.8K | ﹤0.01% | 2802 |
|
2023
Q1 | $1.12M | Buy |
56,401
+3,856
| +7% | +$76.9K | ﹤0.01% | 2660 |
|
2022
Q4 | $1M | Sell |
52,545
-15,486
| -23% | -$296K | ﹤0.01% | 2640 |
|
2022
Q3 | $1.36M | Buy |
68,031
+10,338
| +18% | +$207K | ﹤0.01% | 2290 |
|
2022
Q2 | $952K | Sell |
57,693
-5,385
| -9% | -$88.9K | ﹤0.01% | 2603 |
|
2022
Q1 | $1.52M | Buy |
63,078
+7,735
| +14% | +$187K | ﹤0.01% | 2246 |
|
2021
Q4 | $1.21M | Buy |
55,343
+4,205
| +8% | +$92.2K | ﹤0.01% | 2477 |
|
2021
Q3 | $957K | Sell |
51,138
-2,948
| -5% | -$55.2K | ﹤0.01% | 2636 |
|
2021
Q2 | $1.45M | Buy |
54,086
+1,231
| +2% | +$33.1K | ﹤0.01% | 2236 |
|
2021
Q1 | $1.43M | Buy |
52,855
+23,709
| +81% | +$641K | ﹤0.01% | 2093 |
|
2020
Q4 | $835K | Buy |
29,146
+2,777
| +11% | +$79.6K | ﹤0.01% | 2325 |
|
2020
Q3 | $474K | Buy |
26,369
+2,485
| +10% | +$44.7K | ﹤0.01% | 2504 |
|
2020
Q2 | $260K | Buy |
23,884
+6,073
| +34% | +$66.1K | ﹤0.01% | 2912 |
|
2020
Q1 | $93K | Buy |
17,811
+3,810
| +27% | +$19.9K | ﹤0.01% | 2996 |
|
2019
Q4 | $105K | Sell |
14,001
-1,824
| -12% | -$13.7K | ﹤0.01% | 3197 |
|
2019
Q3 | $51K | Sell |
15,825
-5,868
| -27% | -$18.9K | ﹤0.01% | 3195 |
|
2019
Q2 | $266K | Buy |
21,693
+2,684
| +14% | +$32.9K | ﹤0.01% | 2791 |
|
2019
Q1 | $246K | Buy |
+19,009
| New | +$246K | ﹤0.01% | 2774 |
|