Summit Securities Group’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,000	Closed	-$155K	–	665
2024 Q4	$155K	Buy	+7,000	New	+$155K	0.03%	110
2023 Q1	–	Sell	-9,427	Closed	-$180K	–	671
2022 Q4	$180K	Buy	+9,427	New	+$180K	0.01%	327