Creative Planning’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
39,251
+17,950
| +84% | +$613K | ﹤0.01% | 1621 |
|
|
2025
Q1 | $657K | Buy |
21,301
+5,812
| +38% | +$179K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $489K | Sell |
15,489
-254
| -2% | -$8.03K | ﹤0.01% | 2237 |
|
|
2024
Q3 | $515K | Buy |
15,743
+631
| +4% | +$20.7K | ﹤0.01% | 2082 |
|
|
2024
Q2 | $400K | Buy |
15,112
+860
| +6% | +$22.7K | ﹤0.01% | 2119 |
|
|
2024
Q1 | $404K | Buy |
+14,252
| New | +$404K | ﹤0.01% | 2010 |
|
|
2023
Q1 | – | Sell |
-7,821
| Closed | -$243K | – | 2555 |
|
|
2022
Q4 | $243K | Buy |
+7,821
| New | +$243K | ﹤0.01% | 1870 |
|
|
2022
Q2 | – | Sell |
-7,200
| Closed | -$209K | – | 2217 |
|
|
2022
Q1 | $209K | Buy |
+7,200
| New | +$209K | ﹤0.01% | 1865 |
|
|
2021
Q4 | – | Sell |
-3,311
| Closed | -$78K | – | 2087 |
|
|
2021
Q3 | $78K | Buy |
3,311
+31
| +0.9% | +$730 | ﹤0.01% | 1957 |
|
|
2021
Q2 | $84K | Sell |
3,280
-11,592
| -78% | -$297K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $341K | Buy |
14,872
+5,948
| +67% | +$136K | ﹤0.01% | 1680 |
|
|
2020
Q4 | $161K | Sell |
8,924
-6,031
| -40% | -$109K | ﹤0.01% | 1912 |
|
|
2020
Q3 | $260K | Buy |
14,955
+3,723
| +33% | +$64.7K | ﹤0.01% | 1493 |
|
|
2020
Q2 | $233K | Buy |
+11,232
| New | +$233K | ﹤0.01% | 1429 |
|
|
2019
Q3 | – | Sell |
-11,064
| Closed | -$195K | – | 1883 |
|
|
2019
Q2 | $195K | Sell |
11,064
-5,508
| -33% | -$97.1K | ﹤0.01% | 1615 |
|
|
2019
Q1 | $320K | Buy |
16,572
+4,950
| +43% | +$95.6K | ﹤0.01% | 1287 |
|
|
2018
Q4 | $196K | Sell |
11,622
-7,584
| -39% | -$128K | ﹤0.01% | 1494 |
|
|
2018
Q3 | $459K | Buy |
19,206
+9,901
| +106% | +$237K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $233K | Buy |
+9,305
| New | +$233K | ﹤0.01% | 1521 |
|
|
2017
Q4 | – | Sell |
-40,880
| Closed | -$790K | – | 1884 |
|
|
2017
Q3 | $790K | Sell |
40,880
-700
| -2% | -$13.5K | ﹤0.01% | 816 |
|
|
2017
Q2 | $758K | Sell |
41,580
-100
| -0.2% | -$1.82K | ﹤0.01% | 813 |
|
|
2017
Q1 | $680K | Buy |
41,680
+180
| +0.4% | +$2.94K | ﹤0.01% | 823 |
|
|
2016
Q4 | $575K | Sell |
41,500
-3,561
| -8% | -$49.3K | ﹤0.01% | 863 |
|
|
2016
Q3 | $710K | Buy |
45,061
+1,020
| +2% | +$16.1K | ﹤0.01% | 734 |
|
|
2016
Q2 | $455K | Sell |
44,041
-2,900
| -6% | -$30K | ﹤0.01% | 819 |
|
|
2016
Q1 | $575K | Sell |
46,941
-7,375
| -14% | -$90.3K | ﹤0.01% | 696 |
|
|
2015
Q4 | $758K | Buy |
54,316
+5,975
| +12% | +$83.4K | 0.01% | 592 |
|
|
2015
Q3 | $608K | Buy |
48,341
+29,800
| +161% | +$375K | 0.01% | 662 |
|
|
2015
Q2 | $346K | Buy |
18,541
+1,791
| +11% | +$33.4K | ﹤0.01% | 757 |
|
|
2015
Q1 | $331K | Buy |
+16,750
| New | +$331K | ﹤0.01% | 942 |
|