Allworth Financial’s Box BOX Stock Holding History

Allworth Financial’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.09K	Buy
2025 Q1	$2.19K	Buy
2024 Q4	$1.98K	Sell
2024 Q3	$2.48K	Hold
2024 Q2	$2.03K	Buy
2024 Q1	$1.89K	Hold
2023 Q4	$1.71K	Buy
2023 Q3	$654	Buy
2023 Q1	–	Sell
2022 Q4	$498	Buy