Stifel Financial’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Hold |
100,000
| – | – | ﹤0.01% | 3342 |
|
|
2025
Q1 | $201K | Hold |
100,000
| – | – | ﹤0.01% | 3189 |
|
|
2024
Q4 | $230K | Hold |
100,000
| – | – | ﹤0.01% | 3102 |
|
|
2024
Q3 | $232K | Hold |
100,000
| – | – | ﹤0.01% | 3082 |
|
|
2024
Q2 | $257K | Hold |
100,000
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q1 | $218K | Hold |
100,000
| – | – | ﹤0.01% | 3060 |
|
|
2023
Q4 | $235K | Hold |
100,000
| – | – | ﹤0.01% | 2983 |
|
|
2023
Q3 | $215K | Hold |
100,000
| – | – | ﹤0.01% | 2958 |
|
|
2023
Q2 | $241K | Buy |
+100,000
| New | +$241K | ﹤0.01% | 2946 |
|