Steward Partners Investment Advisory’s Beacon Roofing Supply, Inc. BECN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$7.42K | – | 4270 |
|
|
2025
Q1 | $7.42K | Sell |
60
-4
| -6% | -$466 | ﹤0.01% | 3231 |
|
|
2024
Q4 | $6.5K | Hold |
64
| – | – | ﹤0.01% | 3270 |
|
|
2024
Q3 | $5.53K | Hold |
64
| – | – | ﹤0.01% | 3153 |
|
|
2024
Q2 | $5.79K | Hold |
64
| – | – | ﹤0.01% | 2999 |
|
|
2024
Q1 | $6.27K | Hold |
64
| – | – | ﹤0.01% | 2972 |
|
|
2023
Q4 | $5.57K | Hold |
64
| – | – | ﹤0.01% | 2924 |
|
|
2023
Q3 | $4.94K | Hold |
64
| – | – | ﹤0.01% | 2832 |
|
|
2023
Q2 | $5.31K | Hold |
64
| – | – | ﹤0.01% | 2774 |
|
|
2023
Q1 | $3.77K | Hold |
64
| – | – | ﹤0.01% | 2871 |
|
|
2022
Q4 | $3.38K | Hold |
64
| – | – | ﹤0.01% | 2902 |
|
|
2022
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 2890 |
|
|
2022
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 2960 |
|
|
2022
Q1 | $4K | Sell |
64
-153
| -71% | -$8.75K | ﹤0.01% | 2992 |
|
|
2021
Q4 | $12K | Hold |
217
| – | – | ﹤0.01% | 2546 |
|
|
2021
Q3 | $10K | Hold |
217
| – | – | ﹤0.01% | 2613 |
|
|
2021
Q2 | $12K | Hold |
217
| – | – | ﹤0.01% | 5741 |
|
|
2021
Q1 | $11.4K | Hold |
217
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 2364 |
|
|
2020
Q3 | $7K | Hold |
217
| – | – | ﹤0.01% | 2282 |
|
|
2020
Q2 | $6K | Hold |
217
| – | – | ﹤0.01% | 2236 |
|
|
2020
Q1 | $3K | Hold |
217
| – | – | ﹤0.01% | 2248 |
|
|
2019
Q4 | $6K | Hold |
217
| – | – | ﹤0.01% | 2207 |
|
|
2019
Q3 | $7K | Buy |
217
+64
| +42% | +$2.16K | ﹤0.01% | 2164 |
|
|
2019
Q2 | $5K | Buy |
+153
| New | +$5.54K | ﹤0.01% | 2246 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$10K | – | 2239 |
|
|
2018
Q3 | $10K | Buy |
266
+113
| +74% | +$4.48K | ﹤0.01% | 1892 |
|
|
2018
Q2 | $7K | Hold |
153
| – | – | ﹤0.01% | 1900 |
|
|
2018
Q1 | $8K | Buy |
+153
| New | +$8.8K | ﹤0.01% | 1661 |
|
Other funds holding BECN
Steward Partners Investment Advisory's BECN Position: Q2 2025 in Review
Steward Partners Investment Advisory sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 60 shares — an estimated $7.42K sold.
Steward Partners Investment Advisory first reported a position in BECN in Q1 2018 and held it in 27 quarters. The position peaked at $12K in Q4 2021. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.
- Steward Partners Investment Advisory reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
- Steward Partners Investment Advisory sold 60 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $7.42K.
- Steward Partners Investment Advisory first reported a position in Beacon Roofing Supply, Inc. in Q1 2018 and held it in 27 quarters.
- Steward Partners Investment Advisory's Beacon Roofing Supply, Inc. position peaked at $12K in Q4 2021.
- 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.