Allworth Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09K | Buy |
149
+78
| +110% | +$2.67K | ﹤0.01% | 3240 |
|
|
2025
Q1 | $2.19K | Buy |
71
+8
| +13% | +$246 | ﹤0.01% | 3172 |
|
|
2024
Q4 | $1.98K | Sell |
63
-13
| -17% | -$409 | ﹤0.01% | 3161 |
|
|
2024
Q3 | $2.48K | Hold |
76
| – | – | ﹤0.01% | 2869 |
|
|
2024
Q2 | $2.03K | Buy |
76
+9
| +13% | +$241 | ﹤0.01% | 2915 |
|
|
2024
Q1 | $1.89K | Hold |
67
| – | – | ﹤0.01% | 2827 |
|
|
2023
Q4 | $1.71K | Buy |
67
+40
| +148% | +$1.02K | ﹤0.01% | 2745 |
|
|
2023
Q3 | $654 | Buy |
+27
| New | +$654 | ﹤0.01% | 2976 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$498 | – | 3199 |
|
|
2022
Q4 | $498 | Buy |
+16
| New | +$498 | ﹤0.01% | 2628 |
|