CAPTRUST Financial Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $879K | Sell |
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|
2023
Q1 | $878K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $923K | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $83K | Buy |
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|
2020
Q2 | $93K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $63K | Buy |
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|
2019
Q2 | $66K | Buy |
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