Steward Partners Investment Advisory’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.4K | Buy |
3,073
+32
| +1% | +$816 | ﹤0.01% | 2245 |
|
|
2025
Q1 | $67.4K | Sell |
3,041
-58
| -2% | -$1.29K | ﹤0.01% | 2225 |
|
|
2024
Q4 | $70.6K | Buy |
3,099
+1,391
| +81% | +$31.7K | ﹤0.01% | 2158 |
|
|
2024
Q3 | $48.1K | Buy |
1,708
+165
| +11% | +$4.65K | ﹤0.01% | 2252 |
|
|
2024
Q2 | $38.2K | Sell |
1,543
-825
| -35% | -$20.4K | ﹤0.01% | 2231 |
|
|
2024
Q1 | $55K | Sell |
2,368
-7,075
| -75% | -$164K | ﹤0.01% | 2064 |
|
|
2023
Q4 | $248K | Buy |
9,443
+750
| +9% | +$19.7K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $189K | Buy |
8,693
+6,600
| +315% | +$143K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $61.7K | Sell |
2,093
-62
| -3% | -$1.83K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $67.9K | Buy |
2,155
+883
| +69% | +$27.8K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $32.2K | Sell |
1,272
-4,100
| -76% | -$104K | ﹤0.01% | 2011 |
|
|
2022
Q3 | $168K | Hold |
5,372
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q2 | $187K | Hold |
5,372
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q1 | $221K | Buy |
5,372
+60
| +1% | +$2.47K | ﹤0.01% | 1257 |
|
|
2021
Q4 | $191K | Sell |
5,312
-400
| -7% | -$14.4K | ﹤0.01% | 1332 |
|
|
2021
Q3 | $211K | Buy |
5,712
+22
| +0.4% | +$813 | ﹤0.01% | 1253 |
|
|
2021
Q2 | $220K | Sell |
5,690
-79
| -1% | -$3.05K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $246K | Buy |
5,769
+186
| +3% | +$7.94K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $241K | Sell |
5,583
-5,726
| -51% | -$247K | 0.01% | 992 |
|
|
2020
Q3 | $396K | Sell |
11,309
-3,185
| -22% | -$112K | 0.01% | 726 |
|
|
2020
Q2 | $370K | Buy |
14,494
+13,302
| +1,116% | +$340K | 0.01% | 710 |
|
|
2020
Q1 | $26K | Hold |
1,192
| – | – | ﹤0.01% | 1502 |
|
|
2019
Q4 | $29K | Sell |
1,192
-358
| -23% | -$8.71K | ﹤0.01% | 1634 |
|
|
2019
Q3 | $33K | Buy |
1,550
+358
| +30% | +$7.62K | ﹤0.01% | 1526 |
|
|
2019
Q2 | $21K | Buy |
+1,192
| New | +$21K | ﹤0.01% | 1683 |
|
|
2018
Q4 | – | Sell |
-253
| Closed | -$4K | – | 899 |
|
|
2018
Q3 | $4K | Buy |
253
+84
| +50% | +$1.33K | ﹤0.01% | 2172 |
|
|
2018
Q2 | $3K | Buy |
169
+75
| +80% | +$1.33K | ﹤0.01% | 2108 |
|
|
2018
Q1 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 2106 |
|