Montag & Associates’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 | $14.8K | Hold |
619
| – | – | ﹤0.01% | 701 |
|
|
2025
Q1 | $12.2K | Hold |
619
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $13.7K | Hold |
619
| – | – | ﹤0.01% | 748 |
|
|
2024
Q3 | $6.54K | Hold |
619
| – | – | ﹤0.01% | 853 |
|
|
2024
Q2 | $7.58K | Hold |
619
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $6.96K | Sell |
619
-1,000
| -62% | -$11.2K | ﹤0.01% | 788 |
|
|
2023
Q4 | $24K | Hold |
1,619
| – | – | ﹤0.01% | 674 |
|
|
2023
Q3 | $21.5K | Buy |
1,619
+1,000
| +162% | +$13.3K | ﹤0.01% | 661 |
|
|
2023
Q2 | $10.1K | Hold |
619
| – | – | ﹤0.01% | 746 |
|
|
2023
Q1 | $12.3K | Hold |
619
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $11.8K | Buy |
+619
| New | +$11.8K | ﹤0.01% | 719 |
|