Stifel Financial’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
10,841
-513
| -5% | -$8.73K | ﹤0.01% | 3270 |
|
|
2025
Q1 | $222K | Sell |
11,354
-2,308
| -17% | -$45.1K | ﹤0.01% | 3137 |
|
|
2024
Q4 | $339K | Buy |
13,662
+2,976
| +28% | +$73.8K | ﹤0.01% | 2903 |
|
|
2024
Q3 | $262K | Buy |
+10,686
| New | +$262K | ﹤0.01% | 3024 |
|
|
2024
Q2 | – | Sell |
-7,626
| Closed | -$252K | – | 3370 |
|
|
2024
Q1 | $252K | Buy |
+7,626
| New | +$252K | ﹤0.01% | 2999 |
|
|
2023
Q3 | – | Sell |
-6,777
| Closed | -$216K | – | 3292 |
|
|
2023
Q2 | $216K | Sell |
6,777
-245
| -3% | -$7.82K | ﹤0.01% | 3002 |
|
|
2023
Q1 | $215K | Buy |
7,022
+338
| +5% | +$10.3K | ﹤0.01% | 3010 |
|
|
2022
Q4 | $261K | Sell |
6,684
-2,900
| -30% | -$113K | ﹤0.01% | 2846 |
|
|
2022
Q3 | $457K | Buy |
+9,584
| New | +$457K | ﹤0.01% | 2478 |
|
|
2022
Q2 | – | Sell |
-4,241
| Closed | -$243K | – | 3331 |
|
|
2022
Q1 | $243K | Buy |
4,241
+67
| +2% | +$3.84K | ﹤0.01% | 3009 |
|
|
2021
Q4 | $332K | Buy |
4,174
+1,044
| +33% | +$83K | ﹤0.01% | 2851 |
|
|
2021
Q3 | $272K | Buy |
+3,130
| New | +$272K | ﹤0.01% | 2969 |
|