Steward Partners Investment Advisory’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
Q2 | – | Sell |
-60
| Closed | -$7.42K | – | 4270 |
|
|
2025
Q1 | $7.42K | Sell |
60
-4
| -6% | -$495 | ﹤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% | -$9.56K | ﹤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% | 5739 |
|
|
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% | +$2.07K | ﹤0.01% | 2164 |
|
|
2019
Q2 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 2245 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$10K | – | 2241 |
|
|
2018
Q3 | $10K | Buy |
266
+113
| +74% | +$4.25K | ﹤0.01% | 1892 |
|
|
2018
Q2 | $7K | Hold |
153
| – | – | ﹤0.01% | 1900 |
|
|
2018
Q1 | $8K | Buy |
+153
| New | +$8K | ﹤0.01% | 1661 |
|