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Concourse Financial Group Securities’s Box BOX Stock Holding History

Concourse Financial Group Securities’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,959
Closed -$156K – 254
2024
Q4 		$156K Sell
4,959
-286
-5% -$9.38K 0.01% 811
2024
Q3 		$172K Buy
5,245
+85
+2% +$2.48K 0.01% 770
2024
Q2 		$136K Buy
5,160
+27
+0.5% +$720 0.01% 831
2024
Q1 		$145K Sell
5,133
-897
-15% -$24.1K 0.01% 797
2023
Q4 		$154K Sell
6,030
-48
-0.8% -$1.21K 0.01% 747
2023
Q3 		$147K Sell
6,078
-159
-3% -$4.54K 0.01% 718
2023
Q2 		$183K Buy
6,237
+393
+7% +$10.9K 0.01% 669
2023
Q1 		$157K Sell
5,844
-371
-6% -$11.2K 0.01% 725
2022
Q4 		$193K Buy
6,215
+91
+1% +$2.6K 0.02% 613
2022
Q3 		$149K Sell
6,124
-175
-3% -$4.81K 0.01% 606
2022
Q2 		$158K Buy
6,299
+493
+8% +$13.8K 0.01% 659
2022
Q1 		$169K Buy
5,806
+444
+8% +$11.7K 0.01% 692
2021
Q4 		$140K Buy
5,362
+4,681
+687% +$121K 0.01% 858
2021
Q3 		$16K Buy
681
+129
+23% +$3.17K ﹤0.01% 1718
2021
Q2 		$14K Buy
552
+86
+18% +$2K ﹤0.01% 1749
2021
Q1 		$11K Buy
466
+78
+20% +$1.52K ﹤0.01% 1737
2020
Q4 		$7K Buy
388
+99
+34% +$1.72K ﹤0.01% 1776
2020
Q3 		$5K Hold
289
– – ﹤0.01% 1757
2020
Q2 		$6K Buy
289
+189
+189% +$3.32K ﹤0.01% 1616
2020
Q1 		$1K Sell
100
-72
-42% -$1.07K ﹤0.01% 2004
2019
Q4 		$3K Buy
172
+100
+139% +$1.68K ﹤0.01% 1744
2019
Q3 		$1K Sell
72
-67
-48% -$1.07K ﹤0.01% 1619
2019
Q2 		$2K Hold
139
– – ﹤0.01% 1968
2019
Q1 		$2K Sell
139
-362
-72% -$7.5K ﹤0.01% 2004
2018
Q4 		$8K Buy
501
+276
+123% +$5.08K ﹤0.01% 1486
2018
Q3 		$5K Buy
+225
New +$5.66K ﹤0.01% 1380

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Concourse Financial Group Securities's BOX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Box (BOX) in Q1 2025, closing a stake of 4,959 shares — an estimated $156K sold.

Concourse Financial Group Securities first reported a position in BOX in Q3 2018 and held it in 26 quarters. The position peaked at $193K in Q4 2022. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,959 Box shares in Q1 2025, an estimated $156K.
  • Concourse Financial Group Securities first reported a position in Box in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Box position peaked at $193K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.