Commonwealth Equity Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $772K | Sell |
2,373
-55
| -2% | -$16.8K | ﹤0.01% | 2831 |
|
|
2025
Q4 | $701K | Buy |
2,428
+65
| +3% | +$17.6K | ﹤0.01% | 2876 |
|
|
2025
Q3 | $601K | Sell |
2,363
-96
| -4% | -$26.1K | ﹤0.01% | 3028 |
|
|
2025
Q2 | $572K | Sell |
2,459
-314
| -11% | -$74.6K | ﹤0.01% | 3039 |
|
|
2025
Q1 | $661K | Buy |
2,773
+106
| +4% | +$27.5K | ﹤0.01% | 2807 |
|
|
2024
Q4 | $760K | Sell |
2,667
-26
| -1% | -$7.03K | ﹤0.01% | 2616 |
|
|
2024
Q3 | $710K | Sell |
2,693
-538
| -17% | -$139K | ﹤0.01% | 2607 |
|
|
2024
Q2 | $775K | Sell |
3,231
-893
| -22% | -$184K | ﹤0.01% | 2476 |
|
|
2024
Q1 | $958K | Sell |
4,124
-3,457
| -46% | -$705K | ﹤0.01% | 2277 |
|
|
2023
Q4 | $1.47M | Sell |
7,581
-141
| -2% | -$21K | ﹤0.01% | 1893 |
|
|
2023
Q3 | $1.04M | Buy |
7,722
+30
| +0.4% | +$4.81K | ﹤0.01% | 2046 |
|
|
2023
Q2 | $1.21M | Buy |
7,692
+13
| +0.2% | +$2.23K | ﹤0.01% | 1958 |
|
|
2023
Q1 | $1.55K | Sell |
7,679
-5
| -0.1% | -$1.09K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $1.56M | Sell |
7,684
-461
| -6% | -$73.6K | ﹤0.01% | 1664 |
|
|
2022
Q3 | $911K | Buy |
+8,145
| New | +$1.19M | ﹤0.01% | 1970 |
|
|
2022
Q2 | – | Sell |
-1,288
| Closed | -$234K | – | 3682 |
|
|
2022
Q1 | $234K | Sell |
1,288
-81
| -6% | -$17.7K | ﹤0.01% | 3179 |
|
|
2021
Q4 | $399K | Buy |
1,369
+242
| +21% | +$68K | ﹤0.01% | 2716 |
|
|
2021
Q3 | $319K | Buy |
1,127
+2
| +0.2% | +$639 | ﹤0.01% | 2864 |
|
|
2021
Q2 | $362K | Buy |
+1,125
| New | +$358K | ﹤0.01% | 2739 |
|
|
2021
Q1 | – | Sell |
-3,872
| Closed | -$1.01M | – | 3405 |
|
|
2020
Q4 | $1.01M | Sell |
3,872
-872
| -18% | -$194K | ﹤0.01% | 1642 |
|
|
2020
Q3 | $977K | Buy |
4,744
+1,008
| +27% | +$196K | ﹤0.01% | 1505 |
|
|
2020
Q2 | $735K | Sell |
3,736
-2,226
| -37% | -$419K | ﹤0.01% | 1612 |
|
|
2020
Q1 | $944K | Sell |
5,962
-564
| -9% | -$119K | ﹤0.01% | 1295 |
|
|
2019
Q4 | $1.49M | Buy |
6,526
+4,202
| +181% | +$878K | 0.01% | 1198 |
|
|
2019
Q3 | $464K | Buy |
+2,324
| New | +$427K | ﹤0.01% | 1880 |
|
Other funds holding BURL
VPM
VCM
