Ameritas Investment Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
14,343
| – | – | 0.02% | 853 |
|
|
2025
Q1 | $443K | Sell |
14,343
-390
| -3% | -$12K | 0.02% | 868 |
|
|
2024
Q4 | $466K | Buy |
14,733
+664
| +5% | +$21K | 0.02% | 868 |
|
|
2024
Q3 | $460K | Hold |
14,069
| – | – | 0.02% | 874 |
|
|
2024
Q2 | $372K | Hold |
14,069
| – | – | 0.01% | 915 |
|
|
2024
Q1 | $398K | Sell |
14,069
-534
| -4% | -$15.1K | 0.01% | 901 |
|
|
2023
Q4 | $374K | Buy |
14,603
+587
| +4% | +$15K | 0.01% | 909 |
|
|
2023
Q3 | $339K | Buy |
14,016
+2,366
| +20% | +$57.3K | 0.01% | 899 |
|
|
2023
Q2 | $342K | Buy |
11,650
+686
| +6% | +$20.2K | 0.01% | 887 |
|
|
2023
Q1 | $294K | Hold |
10,964
| – | – | 0.01% | 913 |
|
|
2022
Q4 | $346K | Hold |
10,964
| – | – | 0.01% | 876 |
|
|
2022
Q3 | $267K | Buy |
10,964
+1,281
| +13% | +$31.2K | 0.01% | 928 |
|
|
2022
Q2 | $243K | Sell |
9,683
-912
| -9% | -$22.9K | 0.01% | 961 |
|
|
2022
Q1 | $308K | Sell |
10,595
-332
| -3% | -$9.65K | 0.01% | 951 |
|
|
2021
Q4 | $286K | Hold |
10,927
| – | – | 0.01% | 1018 |
|
|
2021
Q3 | $259K | Sell |
10,927
-892
| -8% | -$21.1K | 0.01% | 1046 |
|
|
2021
Q2 | $302K | Hold |
11,819
| – | – | 0.01% | 968 |
|
|
2021
Q1 | $271K | Hold |
11,819
| – | – | 0.01% | 1018 |
|
|
2020
Q4 | $213K | Hold |
11,819
| – | – | 0.01% | 1103 |
|
|
2020
Q3 | $205K | Sell |
11,819
-990
| -8% | -$17.2K | 0.01% | 1018 |
|
|
2020
Q2 | $266K | Hold |
12,809
| – | – | 0.01% | 893 |
|
|
2020
Q1 | $180K | Buy |
12,809
+575
| +5% | +$8.08K | 0.01% | 983 |
|
|
2019
Q4 | $205K | Hold |
12,234
| – | – | 0.01% | 1067 |
|
|
2019
Q3 | $203K | Hold |
12,234
| – | – | 0.01% | 1043 |
|
|
2019
Q2 | $215K | Buy |
12,234
+1,998
| +20% | +$35.1K | 0.01% | 1018 |
|
|
2019
Q1 | $198K | Buy |
10,236
+360
| +4% | +$6.96K | 0.01% | 1054 |
|
|
2018
Q4 | $167K | Hold |
9,876
| – | – | 0.01% | 1059 |
|
|
2018
Q3 | $236K | Sell |
9,876
-457
| -4% | -$10.9K | 0.01% | 996 |
|
|
2018
Q2 | $258K | Buy |
10,333
+3,437
| +50% | +$85.8K | 0.01% | 937 |
|
|
2018
Q1 | $142K | Hold |
6,896
| – | – | 0.01% | 1269 |
|
|
2017
Q4 | $146K | Hold |
6,896
| – | – | 0.01% | 1276 |
|
|
2017
Q3 | $135K | Hold |
6,896
| – | – | 0.01% | 1277 |
|
|
2017
Q2 | $126K | Buy |
6,896
+3,092
| +81% | +$56.5K | 0.01% | 1323 |
|
|
2017
Q1 | $62K | Buy |
+3,804
| New | +$62K | ﹤0.01% | 1701 |
|