LPL Financial’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Buy |
63,265
+459
| +0.7% | +$13.8K | ﹤0.01% | 3482 |
|
|
2025
Q4 | $1.69M | Buy |
62,806
+3,518
| +6% | +$100K | ﹤0.01% | 3552 |
|
|
2025
Q3 | $1.53M | Buy |
59,288
+5,105
| +9% | +$131K | ﹤0.01% | 3578 |
|
|
2025
Q2 | $1.38M | Buy |
54,183
+773
| +1% | +$18.2K | ﹤0.01% | 3457 |
|
|
2025
Q1 | $1.18M | Sell |
53,410
-4,104
| -7% | -$91.7K | ﹤0.01% | 3417 |
|
|
2024
Q4 | $1.31M | Buy |
57,514
+14,194
| +33% | +$362K | ﹤0.01% | 3255 |
|
|
2024
Q3 | $1.22M | Buy |
43,320
+4,221
| +11% | +$106K | ﹤0.01% | 3199 |
|
|
2024
Q2 | $968K | Buy |
39,099
+8,051
| +26% | +$200K | ﹤0.01% | 3285 |
|
|
2024
Q1 | $721K | Buy |
31,048
+5,031
| +19% | +$122K | ﹤0.01% | 3458 |
|
|
2023
Q4 | $684K | Sell |
26,017
-2,067
| -7% | -$48.9K | ﹤0.01% | 3394 |
|
|
2023
Q3 | $611K | Sell |
28,084
-653
| -2% | -$17.6K | ﹤0.01% | 3310 |
|
|
2023
Q2 | $847K | Buy |
28,737
+4,097
| +17% | +$126K | ﹤0.01% | 2986 |
|
|
2023
Q1 | $776K | Buy |
24,640
+817
| +3% | +$23K | ﹤0.01% | 2960 |
|
|
2022
Q4 | $604K | Sell |
23,823
-3,002
| -11% | -$85.7K | ﹤0.01% | 3081 |
|
|
2022
Q3 | $840K | Sell |
26,825
-782
| -3% | -$28.9K | ﹤0.01% | 2680 |
|
|
2022
Q2 | $961K | Buy |
27,607
+3,624
| +15% | +$130K | ﹤0.01% | 2603 |
|
|
2022
Q1 | $985K | Sell |
23,983
-3,333
| -12% | -$120K | ﹤0.01% | 2628 |
|
|
2021
Q4 | $978K | Sell |
27,316
-2,631
| -9% | -$97K | ﹤0.01% | 2679 |
|
|
2021
Q3 | $1.1M | Sell |
29,947
-579
| -2% | -$22.5K | ﹤0.01% | 2530 |
|
|
2021
Q2 | $1.18M | Sell |
30,526
-8,825
| -22% | -$349K | ﹤0.01% | 2434 |
|
|
2021
Q1 | $1.68M | Buy |
39,351
+6,906
| +21% | +$306K | ﹤0.01% | 1971 |
|
|
2020
Q4 | $1.4M | Buy |
32,445
+18,196
| +128% | +$697K | ﹤0.01% | 1930 |
|
|
2020
Q3 | $499K | Sell |
14,249
-2,623
| -16% | -$77.5K | ﹤0.01% | 2457 |
|
|
2020
Q2 | $431K | Sell |
16,872
-563
| -3% | -$14.1K | ﹤0.01% | 2523 |
|
|
2020
Q1 | $395K | Sell |
17,435
-3,460
| -17% | -$87.6K | ﹤0.01% | 2266 |
|
|
2019
Q4 | $519K | Buy |
20,895
+4,427
| +27% | +$104K | ﹤0.01% | 2347 |
|
|
2019
Q3 | $356K | Buy |
16,468
+3,560
| +28% | +$69.6K | ﹤0.01% | 2539 |
|
|
2019
Q2 | $238K | Buy |
12,908
+92
| +0.7% | +$1.59K | ﹤0.01% | 2898 |
|
|
2019
Q1 | $218K | Buy |
+12,816
| New | +$202K | ﹤0.01% | 2880 |
|
|
2018
Q4 | – | Sell |
-15,704
| Closed | -$253K | – | 3083 |
|
|
2018
Q3 | $253K | Buy |
15,704
+1,595
| +11% | +$26.2K | ﹤0.01% | 2820 |
|
|
2018
Q2 | $226K | Buy |
+14,109
| New | +$231K | ﹤0.01% | 2887 |
|
Other funds holding BEP
BC
