Creative Planning’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
91,048
+65,156
| +252% | +$4.4M | 0.01% | 692 |
|
|
2025
Q1 | $1.74M | Sell |
25,892
-298
| -1% | -$20K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $1.95M | Sell |
26,190
-2,011
| -7% | -$150K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $2.27M | Buy |
28,201
+2,631
| +10% | +$212K | ﹤0.01% | 997 |
|
|
2024
Q2 | $1.57M | Buy |
25,570
+1,835
| +8% | +$113K | ﹤0.01% | 1116 |
|
|
2024
Q1 | $1.55M | Buy |
23,735
+3,866
| +19% | +$252K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $1.39M | Sell |
19,869
-570
| -3% | -$40K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $1.22M | Buy |
20,439
+1,069
| +6% | +$63.6K | ﹤0.01% | 1073 |
|
|
2023
Q2 | $1.12M | Buy |
19,370
+7,489
| +63% | +$431K | ﹤0.01% | 1078 |
|
|
2023
Q1 | $643K | Buy |
11,881
+4,303
| +57% | +$233K | ﹤0.01% | 1320 |
|
|
2022
Q4 | $512K | Buy |
7,578
+426
| +6% | +$28.8K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $536K | Buy |
7,152
+727
| +11% | +$54.5K | ﹤0.01% | 1283 |
|
|
2022
Q2 | $572K | Buy |
6,425
+200
| +3% | +$17.8K | ﹤0.01% | 1239 |
|
|
2022
Q1 | $802K | Sell |
6,225
-157
| -2% | -$20.2K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $735K | Buy |
6,382
+413
| +7% | +$47.6K | ﹤0.01% | 1101 |
|
|
2021
Q3 | $647K | Sell |
5,969
-8
| -0.1% | -$867 | ﹤0.01% | 1162 |
|
|
2021
Q2 | $685K | Sell |
5,977
-760
| -11% | -$87.1K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $682K | Buy |
6,737
+534
| +9% | +$54.1K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $586K | Sell |
6,203
-6
| -0.1% | -$567 | ﹤0.01% | 1206 |
|
|
2020
Q3 | $499K | Buy |
6,209
+414
| +7% | +$33.3K | ﹤0.01% | 1120 |
|
|
2020
Q2 | $524K | Sell |
5,795
-103
| -2% | -$9.31K | ﹤0.01% | 998 |
|
|
2020
Q1 | $544K | Buy |
5,898
+294
| +5% | +$27.1K | ﹤0.01% | 891 |
|
|
2019
Q4 | $773K | Buy |
5,604
+22
| +0.4% | +$3.04K | ﹤0.01% | 900 |
|
|
2019
Q3 | $724K | Sell |
5,582
-126
| -2% | -$16.3K | ﹤0.01% | 887 |
|
|
2019
Q2 | $736K | Sell |
5,708
-5
| -0.1% | -$645 | ﹤0.01% | 882 |
|
|
2019
Q1 | $765K | Buy |
5,713
+5
| +0.1% | +$670 | ﹤0.01% | 840 |
|
|
2018
Q4 | $642K | Sell |
5,708
-545
| -9% | -$61.3K | ﹤0.01% | 842 |
|
|
2018
Q3 | $770K | Buy |
6,253
+447
| +8% | +$55K | ﹤0.01% | 862 |
|
|
2018
Q2 | $728K | Sell |
5,806
-760
| -12% | -$95.3K | ﹤0.01% | 889 |
|
|
2018
Q1 | $809K | Sell |
6,566
-572
| -8% | -$70.5K | ﹤0.01% | 843 |
|
|
2017
Q4 | $928K | Sell |
7,138
-156
| -2% | -$20.3K | ﹤0.01% | 771 |
|
|
2017
Q3 | $896K | Buy |
7,294
+492
| +7% | +$60.4K | ﹤0.01% | 768 |
|
|
2017
Q2 | $837K | Sell |
6,802
-38
| -0.6% | -$4.68K | ﹤0.01% | 768 |
|
|
2017
Q1 | $906K | Buy |
6,840
+15
| +0.2% | +$1.99K | ﹤0.01% | 713 |
|
|
2016
Q4 | $858K | Buy |
6,825
+723
| +12% | +$90.9K | 0.01% | 683 |
|
|
2016
Q3 | $832K | Buy |
6,102
+3,499
| +134% | +$477K | 0.01% | 666 |
|
|
2016
Q2 | $343K | Sell |
2,603
-149
| -5% | -$19.6K | ﹤0.01% | 957 |
|
|
2016
Q1 | $350K | Buy |
2,752
+225
| +9% | +$28.6K | ﹤0.01% | 904 |
|
|
2015
Q4 | $322K | Sell |
2,527
-275
| -10% | -$35K | ﹤0.01% | 952 |
|
|
2015
Q3 | $332K | Buy |
+2,802
| New | +$332K | ﹤0.01% | 914 |
|
|
2015
Q2 | – | Sell |
-2,569
| Closed | -$361K | – | 1309 |
|
|
2015
Q1 | $361K | Buy |
2,569
+170
| +7% | +$23.9K | ﹤0.01% | 890 |
|
|
2014
Q4 | $309K | Hold |
2,399
| – | – | ﹤0.01% | 918 |
|
|
2014
Q3 | $278K | Buy |
2,399
+660
| +38% | +$76.5K | ﹤0.01% | 898 |
|
|
2014
Q2 | $206K | Sell |
1,739
-100
| -5% | -$11.8K | ﹤0.01% | 1013 |
|
|
2014
Q1 | $211K | Buy |
1,839
+46
| +3% | +$5.28K | ﹤0.01% | 970 |
|
|
2013
Q4 | $180K | Sell |
1,793
-146
| -8% | -$14.7K | ﹤0.01% | 918 |
|
|
2013
Q3 | $207K | Hold |
1,939
| – | – | ﹤0.01% | 749 |
|
|
2013
Q2 | $205K | Buy |
+1,939
| New | +$205K | ﹤0.01% | 675 |
|