Commonwealth Equity Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
29,393
-380
| -1% | -$13K | ﹤0.01% | 2552 |
|
|
2025
Q1 | $919K | Buy |
29,773
+19,886
| +201% | +$614K | ﹤0.01% | 2524 |
|
|
2024
Q4 | $312K | Buy |
9,887
+659
| +7% | +$20.8K | ﹤0.01% | 3366 |
|
|
2024
Q3 | $302K | Sell |
9,228
-746
| -7% | -$24.4K | ﹤0.01% | 3347 |
|
|
2024
Q2 | $264K | Sell |
9,974
-1,495
| -13% | -$39.6K | ﹤0.01% | 3408 |
|
|
2024
Q1 | $325K | Sell |
11,469
-23,219
| -67% | -$658K | ﹤0.01% | 3199 |
|
|
2023
Q4 | $888K | Sell |
34,688
-13,530
| -28% | -$346K | ﹤0.01% | 2257 |
|
|
2023
Q3 | $1.17M | Sell |
48,218
-18,862
| -28% | -$457K | ﹤0.01% | 1969 |
|
|
2023
Q2 | $1.97M | Sell |
67,080
-7,040
| -9% | -$207K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $1.99K | Sell |
74,120
-10,872
| -13% | -$291 | ﹤0.01% | 1563 |
|
|
2022
Q4 | $2.65M | Sell |
84,992
-6,247
| -7% | -$194K | 0.01% | 1313 |
|
|
2022
Q3 | $2.23M | Sell |
91,239
-5,434
| -6% | -$133K | 0.01% | 1351 |
|
|
2022
Q2 | $2.43M | Sell |
96,673
-4,904
| -5% | -$123K | 0.01% | 1310 |
|
|
2022
Q1 | $2.95M | Buy |
101,577
+36,015
| +55% | +$1.05M | 0.01% | 1235 |
|
|
2021
Q4 | $1.72M | Sell |
65,562
-4,073
| -6% | -$107K | ﹤0.01% | 1598 |
|
|
2021
Q3 | $1.65M | Buy |
69,635
+2,335
| +3% | +$55.3K | ﹤0.01% | 1558 |
|
|
2021
Q2 | $1.72M | Sell |
67,300
-14,439
| -18% | -$369K | ﹤0.01% | 1532 |
|
|
2021
Q1 | $1.88M | Buy |
81,739
+12,222
| +18% | +$281K | 0.01% | 1370 |
|
|
2020
Q4 | $1.25M | Buy |
69,517
+1,749
| +3% | +$31.6K | ﹤0.01% | 1519 |
|
|
2020
Q3 | $1.18M | Buy |
67,768
+19
| +0% | +$330 | ﹤0.01% | 1395 |
|
|
2020
Q2 | $1.41M | Sell |
67,749
-3,485
| -5% | -$72.3K | 0.01% | 1218 |
|
|
2020
Q1 | $1M | Sell |
71,234
-8,852
| -11% | -$124K | ﹤0.01% | 1269 |
|
|
2019
Q4 | $1.34M | Buy |
80,086
+6,897
| +9% | +$116K | 0.01% | 1251 |
|
|
2019
Q3 | $1.21M | Buy |
73,189
+3,547
| +5% | +$58.7K | 0.01% | 1248 |
|
|
2019
Q2 | $1.23M | Sell |
69,642
-5,921
| -8% | -$104K | 0.01% | 1228 |
|
|
2019
Q1 | $1.46M | Buy |
75,563
+1,381
| +2% | +$26.7K | 0.01% | 1078 |
|
|
2018
Q4 | $1.25M | Sell |
74,182
-5,640
| -7% | -$95.2K | 0.01% | 1076 |
|
|
2018
Q3 | $1.91M | Buy |
79,822
+6,721
| +9% | +$161K | 0.01% | 949 |
|
|
2018
Q2 | $1.83M | Buy |
+73,101
| New | +$1.83M | 0.01% | 944 |
|
|
2017
Q1 | – | Sell |
-13,744
| Closed | -$190K | – | 2422 |
|
|
2016
Q4 | $190K | Sell |
13,744
-2,212
| -14% | -$30.6K | ﹤0.01% | 2067 |
|
|
2016
Q3 | $251K | Sell |
15,956
-5,565
| -26% | -$87.5K | ﹤0.01% | 1843 |
|
|
2016
Q2 | $223K | Sell |
21,521
-2,203
| -9% | -$22.8K | ﹤0.01% | 1883 |
|
|
2016
Q1 | $291K | Sell |
23,724
-4,210
| -15% | -$51.6K | ﹤0.01% | 1657 |
|
|
2015
Q4 | $390K | Sell |
27,934
-6,356
| -19% | -$88.7K | ﹤0.01% | 1429 |
|
|
2015
Q3 | $431K | Sell |
34,290
-12,735
| -27% | -$160K | ﹤0.01% | 1325 |
|
|
2015
Q2 | $877K | Buy |
47,025
+5,825
| +14% | +$109K | 0.01% | 1027 |
|
|
2015
Q1 | $814K | Buy |
+41,200
| New | +$814K | 0.01% | 1059 |
|