Sendero Wealth Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,288
| Closed | -$639K | – | 192 |
|
|
2024
Q4 | $639K | Hold |
6,288
| – | – | 0.1% | 116 |
|
|
2024
Q3 | $543K | Sell |
6,288
-1,565
| -20% | -$135K | 0.09% | 118 |
|
|
2024
Q2 | $711K | Sell |
7,853
-1,587
| -17% | -$144K | 0.12% | 96 |
|
|
2024
Q1 | $925K | Hold |
9,440
| – | – | 0.16% | 85 |
|
|
2023
Q4 | $821K | Buy |
9,440
+875
| +10% | +$76.1K | 0.15% | 97 |
|
|
2023
Q3 | $661K | Buy |
8,565
+1,185
| +16% | +$91.4K | 0.14% | 96 |
|
|
2023
Q2 | $612K | Buy |
7,380
+1,092
| +17% | +$90.6K | 0.13% | 96 |
|
|
2023
Q1 | $370K | Buy |
6,288
+1,100
| +21% | +$64.7K | 0.11% | 82 |
|
|
2022
Q4 | $274K | Buy |
+5,188
| New | +$274K | 0.1% | 89 |
|