Steward Partners Investment Advisory’s Bentley Systems BSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.4K	Sell	922 -1,103	-54%	-$40.5K	﹤0.01%	3010
2025 Q4	$77.3K	Buy	2,025 +278	+16%	+$12.7K	﹤0.01%	2439
2025 Q3	$89.9K	Buy	1,747 +1,500	+607%	+$82.2K	﹤0.01%	2294
2025 Q2	$13.3K	Buy	247 +34	+16%	+$1.57K	﹤0.01%	3083
2025 Q1	$8.38K	Sell	213 -36	-14%	-$1.61K	﹤0.01%	3172
2024 Q4	$11.6K	Sell	249 -208	-46%	-$10.1K	﹤0.01%	3038
2024 Q3	$23.2K	Sell	457 -76	-14%	-$3.74K	﹤0.01%	2596
2024 Q2	$26.3K	Buy	533 +257	+93%	+$13.3K	﹤0.01%	2402
2024 Q1	$14.4K	Buy	276 +178	+182%	+$8.96K	﹤0.01%	2654
2023 Q4	$5.11K	Buy	+98	New	+$5.03K	﹤0.01%	2951
2022 Q3	–	Sell	-143	Closed	-$5K	–	3236
2022 Q2	$5K	Sell	143 -460	-76%	-$16.9K	﹤0.01%	2757
2022 Q1	$27K	Buy	+603	New	+$24.1K	﹤0.01%	2219