Stonegate Investment Group’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 | $229K | Sell |
7,000
-995
| -12% | -$32.6K | 0.01% | 351 |
|
2025
Q1 | $223K | Sell |
7,995
-516
| -6% | -$14.4K | 0.01% | 315 |
|
2024
Q4 | $235K | Buy |
8,511
+144
| +2% | +$3.98K | 0.01% | 307 |
|
2024
Q3 | $273K | Hold |
8,367
| – | – | 0.01% | 285 |
|
2024
Q2 | $237K | Hold |
8,367
| – | – | 0.01% | 303 |
|
2024
Q1 | $206K | Hold |
8,367
| – | – | 0.01% | 307 |
|
2023
Q4 | $241K | Hold |
8,367
| – | – | 0.01% | 265 |
|
2023
Q3 | $200K | Hold |
8,367
| – | – | 0.01% | 276 |
|
2023
Q2 | $264K | Hold |
8,367
| – | – | 0.01% | 267 |
|
2023
Q1 | $292K | Hold |
8,367
| – | – | 0.01% | 250 |
|
2022
Q4 | $230K | Hold |
8,367
| – | – | 0.01% | 278 |
|
2022
Q3 | $273K | Hold |
8,367
| – | – | 0.01% | 233 |
|
2022
Q2 | $298K | Hold |
8,367
| – | – | 0.01% | 231 |
|
2022
Q1 | $366K | Sell |
8,367
-10
| -0.1% | -$437 | 0.01% | 193 |
|
2021
Q4 | $309K | Buy |
+8,377
| New | +$309K | 0.01% | 212 |
|