Steward Partners Investment Advisory’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 | $645K | Buy |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | $50K | Sell |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $5K | Buy |
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|
2019
Q2 | $6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Buy |
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