Cetera Investment Advisers’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
31,891
+16,375
| +106% | +$560K | ﹤0.01% | 2308 |
|
|
2025
Q1 | $479K | Buy |
15,516
+5,644
| +57% | +$174K | ﹤0.01% | 2882 |
|
|
2024
Q4 | $312K | Sell |
9,872
-86
| -0.9% | -$2.72K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $326K | Sell |
9,958
-177
| -2% | -$5.79K | ﹤0.01% | 2996 |
|
|
2024
Q2 | $268K | Sell |
10,135
-353
| -3% | -$9.33K | ﹤0.01% | 3128 |
|
|
2024
Q1 | $297K | Buy |
+10,488
| New | +$297K | ﹤0.01% | 3048 |
|