Prospera Financial Services’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-89,505	Closed	-$7.57M	–	1365
2025 Q3	$7.57M	Sell	89,505 -6,027	-6%	-$280K	0.13%	168
2025 Q2	$2.29M	Buy	95,532 +313	+0.3%	+$6.06K	0.04%	429
2025 Q1	$1.87M	Buy	95,219 +2,587	+3%	+$61.8K	0.04%	401
2024 Q4	$2.06M	Sell	92,632 -423	-0.5%	-$7.41K	0.05%	363
2024 Q3	$983K	Buy	93,055 +714	+0.8%	+$8.47K	0.03%	507
2024 Q2	$1.13M	Buy	92,341 +821	+0.9%	+$10.5K	0.03%	471
2024 Q1	$1.03M	Buy	91,520 +27,861	+44%	+$306K	0.03%	489
2023 Q4	$942K	Buy	63,659 +2,506	+4%	+$31.4K	0.03%	487
2023 Q3	$811K	Buy	61,153 +1,879	+3%	+$29.5K	0.03%	472
2023 Q2	$969K	Buy	59,274 +12,632	+27%	+$204K	0.04%	426
2023 Q1	$930K	Sell	46,642 -1,297	-3%	-$28.4K	0.04%	454
2022 Q4	$917K	Sell	47,939 -4,003	-8%	-$78.6K	0.05%	373
2022 Q3	$1.04M	Buy	51,942 +27	+0.1%	+$608	0.05%	361
2022 Q2	$857K	Buy	51,915 +19,836	+62%	+$363K	0.04%	401
2022 Q1	$775K	Buy	+32,079	New	+$627K	0.03%	485