HighTower Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
383,723
-46,180
| -11% | -$1.58M | 0.02% | 703 |
|
|
2025
Q1 | $13.3M | Buy |
429,903
+7,981
| +2% | +$246K | 0.02% | 658 |
|
|
2024
Q4 | $13.3M | Buy |
421,922
+9,570
| +2% | +$302K | 0.02% | 648 |
|
|
2024
Q3 | $13.5M | Sell |
412,352
-32,609
| -7% | -$1.07M | 0.02% | 638 |
|
|
2024
Q2 | $11.7M | Sell |
444,961
-8,916
| -2% | -$235K | 0.02% | 655 |
|
|
2024
Q1 | $12.9M | Buy |
453,877
+417,789
| +1,158% | +$11.8M | 0.02% | 599 |
|
|
2023
Q4 | $919K | Sell |
36,088
-2,643
| -7% | -$67.3K | ﹤0.01% | 1874 |
|
|
2023
Q3 | $934K | Sell |
38,731
-31,502
| -45% | -$760K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $2.06M | Buy |
70,233
+32,979
| +89% | +$967K | ﹤0.01% | 1336 |
|
|
2023
Q1 | $1M | Sell |
37,254
-4,169
| -10% | -$112K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $1.29M | Buy |
41,423
+991
| +2% | +$30.7K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $986K | Buy |
40,432
+1,021
| +3% | +$24.9K | ﹤0.01% | 1608 |
|
|
2022
Q2 | $994K | Sell |
39,411
-358
| -0.9% | -$9.03K | ﹤0.01% | 1629 |
|
|
2022
Q1 | $1.15M | Sell |
39,769
-20,186
| -34% | -$584K | ﹤0.01% | 1670 |
|
|
2021
Q4 | $1.58M | Sell |
59,955
-1,748
| -3% | -$46.1K | ﹤0.01% | 1489 |
|
|
2021
Q3 | $1.45M | Buy |
61,703
+40,772
| +195% | +$960K | ﹤0.01% | 1435 |
|
|
2021
Q2 | $534K | Sell |
20,931
-752
| -3% | -$19.2K | ﹤0.01% | 2010 |
|
|
2021
Q1 | $498K | Buy |
21,683
+1,100
| +5% | +$25.3K | ﹤0.01% | 1969 |
|
|
2020
Q4 | $372K | Buy |
20,583
+10,170
| +98% | +$184K | ﹤0.01% | 1770 |
|
|
2020
Q3 | $180K | Sell |
10,413
-10,769
| -51% | -$186K | ﹤0.01% | 2095 |
|
|
2020
Q2 | $437K | Sell |
21,182
-5,875
| -22% | -$121K | ﹤0.01% | 1517 |
|
|
2020
Q1 | $376K | Sell |
27,057
-4,348
| -14% | -$60.4K | ﹤0.01% | 1432 |
|
|
2019
Q4 | $524K | Sell |
31,405
-12,039
| -28% | -$201K | ﹤0.01% | 1431 |
|
|
2019
Q3 | $717K | Sell |
43,444
-191,837
| -82% | -$3.17M | ﹤0.01% | 1343 |
|
|
2019
Q2 | $4.15M | Buy |
235,281
+1,154
| +0.5% | +$20.4K | 0.02% | 630 |
|
|
2019
Q1 | $4.53M | Buy |
234,127
+81,644
| +54% | +$1.58M | 0.03% | 538 |
|
|
2018
Q4 | $2.58M | Sell |
152,483
-34,102
| -18% | -$578K | 0.02% | 663 |
|
|
2018
Q3 | $4.46M | Buy |
186,585
+20,982
| +13% | +$502K | 0.03% | 549 |
|
|
2018
Q2 | $4.13M | Buy |
165,603
+154,313
| +1,367% | +$3.85M | 0.03% | 559 |
|
|
2018
Q1 | $232K | Buy |
11,290
+600
| +6% | +$12.3K | ﹤0.01% | 1801 |
|
|
2017
Q4 | $225K | Sell |
10,690
-10,102
| -49% | -$213K | ﹤0.01% | 1842 |
|
|
2017
Q3 | $403K | Buy |
20,792
+4,355
| +26% | +$84.4K | ﹤0.01% | 1541 |
|
|
2017
Q2 | $301K | Buy |
+16,437
| New | +$301K | ﹤0.01% | 1617 |
|
|
2016
Q2 | – | Sell |
-1,092
| Closed | -$13K | – | 1741 |
|
|
2016
Q1 | $13K | Buy |
+1,092
| New | +$13K | ﹤0.01% | 1961 |
|
|
2015
Q4 | – | Sell |
-11,025
| Closed | -$139K | – | 2001 |
|
|
2015
Q3 | $139K | Buy |
+11,025
| New | +$139K | ﹤0.01% | 1701 |
|