Raymond James Financial Services Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $644K | Buy |
60,987
+2,061
| +3% | +$21.8K | ﹤0.01% | 2440 |
|
|
2024
Q2 | $721K | Buy |
58,926
+2,841
| +5% | +$34.8K | ﹤0.01% | 2285 |
|
|
2024
Q1 | $630K | Buy |
56,085
+8,094
| +17% | +$91K | ﹤0.01% | 2349 |
|
|
2023
Q4 | $710K | Sell |
47,991
-9,097
| -16% | -$135K | ﹤0.01% | 2174 |
|
|
2023
Q3 | $757K | Sell |
57,088
-6,826
| -11% | -$90.5K | ﹤0.01% | 2066 |
|
|
2023
Q2 | $1.04M | Buy |
63,914
+1,778
| +3% | +$29.1K | ﹤0.01% | 1904 |
|
|
2023
Q1 | $1.24M | Buy |
62,136
+8,306
| +15% | +$166K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $1.03M | Sell |
53,830
-8,899
| -14% | -$170K | ﹤0.01% | 1825 |
|
|
2022
Q3 | $1.25M | Sell |
62,729
-11,299
| -15% | -$226K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $1.22M | Buy |
74,028
+16,835
| +29% | +$278K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $1.38M | Sell |
57,193
-50,129
| -47% | -$1.21M | ﹤0.01% | 1731 |
|
|
2021
Q4 | $2.35M | Buy |
107,322
+43,951
| +69% | +$964K | ﹤0.01% | 1425 |
|
|
2021
Q3 | $1.19M | Buy |
63,371
+8,272
| +15% | +$155K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $1.48M | Buy |
55,099
+17,846
| +48% | +$480K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $1.01M | Sell |
37,253
-2,117
| -5% | -$57.3K | ﹤0.01% | 1861 |
|
|
2020
Q4 | $1.13M | Sell |
39,370
-927
| -2% | -$26.6K | ﹤0.01% | 1629 |
|
|
2020
Q3 | $724K | Buy |
40,297
+15,112
| +60% | +$272K | ﹤0.01% | 1743 |
|
|
2020
Q2 | $274K | Sell |
25,185
-6,747
| -21% | -$73.4K | ﹤0.01% | 2278 |
|
|
2020
Q1 | $167K | Sell |
31,932
-10,366
| -25% | -$54.2K | ﹤0.01% | 2115 |
|
|
2019
Q4 | $316K | Buy |
42,298
+21,576
| +104% | +$161K | ﹤0.01% | 2293 |
|
|
2019
Q3 | $67K | Buy |
20,722
+5,500
| +36% | +$17.8K | ﹤0.01% | 2674 |
|
|
2019
Q2 | $187K | Buy |
+15,222
| New | +$187K | ﹤0.01% | 2553 |
|