Steward Partners Investment Advisory’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
26,949
+658
| +3% | +$15.7K | 0.01% | 1178 |
|
|
2025
Q1 | $517K | Sell |
26,291
-1,854
| -7% | -$36.5K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $625K | Sell |
28,145
-21,597
| -43% | -$480K | 0.01% | 1060 |
|
|
2024
Q3 | $525K | Buy |
49,742
+16,601
| +50% | +$175K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $406K | Buy |
33,141
+2,811
| +9% | +$34.4K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $341K | Buy |
30,330
+15,031
| +98% | +$169K | ﹤0.01% | 1211 |
|
|
2023
Q4 | $226K | Buy |
15,299
+1,308
| +9% | +$19.4K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $186K | Buy |
13,991
+830
| +6% | +$11K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $215K | Buy |
13,161
+442
| +3% | +$7.23K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $253K | Sell |
12,719
-538
| -4% | -$10.7K | ﹤0.01% | 1179 |
|
|
2022
Q4 | $253K | Sell |
13,257
-443
| -3% | -$8.47K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $274K | Sell |
13,700
-473
| -3% | -$9.46K | 0.01% | 1067 |
|
|
2022
Q2 | $234K | Sell |
14,173
-1,267
| -8% | -$20.9K | ﹤0.01% | 1146 |
|
|
2022
Q1 | $373K | Buy |
15,440
+3,017
| +24% | +$72.9K | 0.01% | 1035 |
|
|
2021
Q4 | $272K | Buy |
12,423
+9,612
| +342% | +$210K | ﹤0.01% | 1180 |
|
|
2021
Q3 | $53K | Buy |
2,811
+961
| +52% | +$18.1K | ﹤0.01% | 1859 |
|
|
2021
Q2 | $50K | Sell |
1,850
-4,300
| -70% | -$116K | ﹤0.01% | 3425 |
|
|
2021
Q1 | $166K | Buy |
6,150
+4,000
| +186% | +$108K | ﹤0.01% | 1379 |
|
|
2020
Q4 | $62K | Sell |
2,150
-1,075
| -33% | -$31K | ﹤0.01% | 1558 |
|
|
2020
Q3 | $58K | Buy |
3,225
+1,225
| +61% | +$22K | ﹤0.01% | 1432 |
|
|
2020
Q2 | $22K | Buy |
2,000
+1,500
| +300% | +$16.5K | ﹤0.01% | 1727 |
|
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 2264 |
|
|
2019
Q4 | $3K | Sell |
500
-1,099
| -69% | -$6.59K | ﹤0.01% | 2339 |
|
|
2019
Q3 | $5K | Buy |
1,599
+1,099
| +220% | +$3.44K | ﹤0.01% | 2227 |
|
|
2019
Q2 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 2148 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$17K | – | 897 |
|
|
2018
Q3 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1624 |
|