Steward Partners Investment Advisory’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Buy |
247
+34
| +16% | +$1.84K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $8.38K | Sell |
213
-36
| -14% | -$1.42K | ﹤0.01% | 3172 |
|
|
2024
Q4 | $11.6K | Sell |
249
-208
| -46% | -$9.71K | ﹤0.01% | 3038 |
|
|
2024
Q3 | $23.2K | Sell |
457
-76
| -14% | -$3.86K | ﹤0.01% | 2596 |
|
|
2024
Q2 | $26.3K | Buy |
533
+257
| +93% | +$12.7K | ﹤0.01% | 2402 |
|
|
2024
Q1 | $14.4K | Buy |
276
+178
| +182% | +$9.3K | ﹤0.01% | 2654 |
|
|
2023
Q4 | $5.11K | Buy |
+98
| New | +$5.11K | ﹤0.01% | 2951 |
|
|
2022
Q3 | – | Sell |
-143
| Closed | -$5K | – | 3236 |
|
|
2022
Q2 | $5K | Sell |
143
-460
| -76% | -$16.1K | ﹤0.01% | 2757 |
|
|
2022
Q1 | $27K | Buy |
+603
| New | +$27K | ﹤0.01% | 2219 |
|