Robertson Stephens Wealth Management’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
Q2 | $346K | Buy |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $147K | Sell |
|
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|
2024
Q2 | $171K | Sell |
|
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|
2024
Q1 | $186K | Buy |
|
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|
2023
Q4 | $241K | Buy |
|
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|
2023
Q3 | $176K | Buy |
|
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $218K | Hold |
|
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $219K | Hold |
|
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $240K | Sell |
|
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $242K | Buy |
|