Steward Partners Investment Advisory’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
4,010
-400
| -9% | -$13.1K | ﹤0.01% | 1956 |
|
|
2025
Q1 | $123K | Sell |
4,410
-2,443
| -36% | -$68.2K | ﹤0.01% | 1900 |
|
|
2024
Q4 | $190K | Sell |
6,853
-714
| -9% | -$19.7K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $247K | Sell |
7,567
-20,077
| -73% | -$656K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $785K | Buy |
27,644
+495
| +2% | +$14K | 0.01% | 896 |
|
|
2024
Q1 | $667K | Sell |
27,149
-7,740
| -22% | -$190K | 0.01% | 943 |
|
|
2023
Q4 | $1M | Sell |
34,889
-3,844
| -10% | -$111K | 0.01% | 718 |
|
|
2023
Q3 | $927K | Sell |
38,733
-3,114
| -7% | -$74.6K | 0.01% | 700 |
|
|
2023
Q2 | $1.32M | Sell |
41,847
-4,230
| -9% | -$133K | 0.02% | 609 |
|
|
2023
Q1 | $1.61M | Sell |
46,077
-4,940
| -10% | -$173K | 0.03% | 529 |
|
|
2022
Q4 | $1.41M | Buy |
51,017
+20,384
| +67% | +$561K | 0.02% | 551 |
|
|
2022
Q3 | $1M | Sell |
30,633
-860
| -3% | -$28.1K | 0.02% | 624 |
|
|
2022
Q2 | $1.12M | Sell |
31,493
-5,036
| -14% | -$179K | 0.02% | 599 |
|
|
2022
Q1 | $1.6M | Sell |
36,529
-2,597
| -7% | -$114K | 0.02% | 548 |
|
|
2021
Q4 | $1.44M | Buy |
39,126
+3,179
| +9% | +$117K | 0.02% | 591 |
|
|
2021
Q3 | $1.4M | Buy |
35,947
+134
| +0.4% | +$5.2K | 0.02% | 549 |
|
|
2021
Q2 | $1.5M | Buy |
35,813
+22,501
| +169% | +$945K | 0.03% | 530 |
|
|
2021
Q1 | $623K | Sell |
13,312
-663
| -5% | -$31K | 0.01% | 807 |
|
|
2020
Q4 | $815K | Sell |
13,975
-1,169
| -8% | -$68.2K | 0.02% | 629 |
|
|
2020
Q3 | $592K | Buy |
+15,144
| New | +$592K | 0.01% | 612 |
|