LPL Financial’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
54,183
+773
| +1% | +$19.7K | ﹤0.01% | 3431 |
|
|
2025
Q1 | $1.18M | Sell |
53,410
-4,104
| -7% | -$90.9K | ﹤0.01% | 3386 |
|
|
2024
Q4 | $1.31M | Buy |
57,514
+14,194
| +33% | +$323K | ﹤0.01% | 3231 |
|
|
2024
Q3 | $1.22M | Buy |
43,320
+4,221
| +11% | +$119K | ﹤0.01% | 3161 |
|
|
2024
Q2 | $968K | Buy |
39,099
+8,051
| +26% | +$199K | ﹤0.01% | 3243 |
|
|
2024
Q1 | $721K | Buy |
31,048
+5,031
| +19% | +$117K | ﹤0.01% | 3420 |
|
|
2023
Q4 | $684K | Sell |
26,017
-2,067
| -7% | -$54.3K | ﹤0.01% | 3360 |
|
|
2023
Q3 | $611K | Sell |
28,084
-653
| -2% | -$14.2K | ﹤0.01% | 3283 |
|
|
2023
Q2 | $847K | Buy |
28,737
+4,097
| +17% | +$121K | ﹤0.01% | 2963 |
|
|
2023
Q1 | $776K | Buy |
24,640
+817
| +3% | +$25.7K | ﹤0.01% | 2950 |
|
|
2022
Q4 | $604K | Sell |
23,823
-3,002
| -11% | -$76.1K | ﹤0.01% | 3072 |
|
|
2022
Q3 | $840K | Sell |
26,825
-782
| -3% | -$24.5K | ﹤0.01% | 2671 |
|
|
2022
Q2 | $961K | Buy |
27,607
+3,624
| +15% | +$126K | ﹤0.01% | 2595 |
|
|
2022
Q1 | $985K | Sell |
23,983
-3,333
| -12% | -$137K | ﹤0.01% | 2622 |
|
|
2021
Q4 | $978K | Sell |
27,316
-2,631
| -9% | -$94.2K | ﹤0.01% | 2670 |
|
|
2021
Q3 | $1.11M | Sell |
29,947
-579
| -2% | -$21.4K | ﹤0.01% | 2518 |
|
|
2021
Q2 | $1.18M | Sell |
30,526
-8,825
| -22% | -$340K | ﹤0.01% | 2428 |
|
|
2021
Q1 | $1.68M | Buy |
39,351
+6,906
| +21% | +$294K | ﹤0.01% | 1968 |
|
|
2020
Q4 | $1.4M | Buy |
32,445
+18,196
| +128% | +$785K | ﹤0.01% | 1925 |
|
|
2020
Q3 | $499K | Sell |
14,249
-2,623
| -16% | -$91.9K | ﹤0.01% | 2445 |
|
|
2020
Q2 | $431K | Sell |
16,872
-563
| -3% | -$14.4K | ﹤0.01% | 2507 |
|
|
2020
Q1 | $395K | Sell |
17,435
-3,460
| -17% | -$78.4K | ﹤0.01% | 2262 |
|
|
2019
Q4 | $519K | Buy |
20,895
+4,427
| +27% | +$110K | ﹤0.01% | 2343 |
|
|
2019
Q3 | $356K | Buy |
16,468
+3,560
| +28% | +$77K | ﹤0.01% | 2534 |
|
|
2019
Q2 | $238K | Buy |
12,908
+92
| +0.7% | +$1.7K | ﹤0.01% | 2886 |
|
|
2019
Q1 | $218K | Buy |
+12,816
| New | +$218K | ﹤0.01% | 2864 |
|
|
2018
Q4 | – | Sell |
-15,704
| Closed | -$253K | – | 3066 |
|
|
2018
Q3 | $253K | Buy |
15,704
+1,595
| +11% | +$25.7K | ﹤0.01% | 2808 |
|
|
2018
Q2 | $226K | Buy |
+14,109
| New | +$226K | ﹤0.01% | 2867 |
|