HighTower Advisors’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 | $4.82M | Buy |
14,817
+745
| +5% | +$228K | 0.01% | 1216 |
|
|
2025
Q4 | $4.06M | Buy |
14,072
+379
| +3% | +$103K | ﹤0.01% | 1273 |
|
|
2025
Q3 | $3.48M | Buy |
13,693
+3,069
| +29% | +$834K | ﹤0.01% | 1316 |
|
|
2025
Q2 | $2.47M | Buy |
10,624
+7,003
| +193% | +$1.66M | ﹤0.01% | 1449 |
|
|
2025
Q1 | $863K | Buy |
3,621
+150
| +4% | +$38.9K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $989K | Buy |
3,471
+1,040
| +43% | +$281K | ﹤0.01% | 1973 |
|
|
2024
Q3 | $641K | Buy |
2,431
+219
| +10% | +$56.7K | ﹤0.01% | 2213 |
|
|
2024
Q2 | $530K | Sell |
2,212
-1,183
| -35% | -$243K | ﹤0.01% | 2282 |
|
|
2024
Q1 | $786K | Sell |
3,395
-277
| -8% | -$56.5K | ﹤0.01% | 1958 |
|
|
2023
Q4 | $722K | Buy |
3,672
+2,063
| +128% | +$308K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $219K | Buy |
1,609
+47
| +3% | +$7.54K | ﹤0.01% | 2837 |
|
|
2023
Q2 | $243K | Sell |
1,562
-14,873
| -90% | -$2.55M | ﹤0.01% | 2717 |
|
|
2023
Q1 | $3.31M | Sell |
16,435
-8,276
| -33% | -$1.81M | 0.01% | 1041 |
|
|
2022
Q4 | $4.99M | Sell |
24,711
-1,335
| -5% | -$213K | 0.01% | 857 |
|
|
2022
Q3 | $2.92M | Buy |
26,046
+20,854
| +402% | +$3.04M | 0.01% | 1030 |
|
|
2022
Q2 | $704K | Buy |
5,192
+117
| +2% | +$21.2K | ﹤0.01% | 1851 |
|
|
2022
Q1 | $925K | Sell |
5,075
-14,160
| -74% | -$3.1M | ﹤0.01% | 1803 |
|
|
2021
Q4 | $5.59M | Buy |
19,235
+14,133
| +277% | +$3.97M | 0.01% | 851 |
|
|
2021
Q3 | $1.45M | Sell |
5,102
-53
| -1% | -$16.9K | ﹤0.01% | 1437 |
|
|
2021
Q2 | $1.66M | Buy |
5,155
+26
| +0.5% | +$8.28K | ﹤0.01% | 1334 |
|
|
2021
Q1 | $1.53M | Buy |
5,129
+964
| +23% | +$262K | ﹤0.01% | 1300 |
|
|
2020
Q4 | $1.09M | Buy |
4,165
+104
| +3% | +$23.2K | ﹤0.01% | 1213 |
|
|
2020
Q3 | $833K | Sell |
4,061
-232
| -5% | -$45.2K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $840K | Sell |
4,293
-34
| -0.8% | -$6.4K | ﹤0.01% | 1202 |
|
|
2020
Q1 | $688K | Sell |
4,327
-257
| -6% | -$54.1K | ﹤0.01% | 1186 |
|
|
2019
Q4 | $1.05M | Sell |
4,584
-46
| -1% | -$9.62K | 0.01% | 1127 |
|
|
2019
Q3 | $921K | Sell |
4,630
-60
| -1% | -$11K | 0.01% | 1219 |
|
|
2019
Q2 | $802K | Buy |
4,690
+53
| +1% | +$8.66K | ﹤0.01% | 1302 |
|
|
2019
Q1 | $726K | Buy |
4,637
+92
| +2% | +$14.8K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $738K | Sell |
4,545
-843
| -16% | -$136K | 0.01% | 1168 |
|
|
2018
Q3 | $875K | Sell |
5,388
-465
| -8% | -$74.2K | 0.01% | 1191 |
|
|
2018
Q2 | $883K | Buy |
5,853
+1
| +0% | +$142 | 0.01% | 1177 |
|
|
2018
Q1 | $775K | Buy |
5,852
+228
| +4% | +$28.2K | 0.01% | 1214 |
|
|
2017
Q4 | $689K | Buy |
+5,624
| New | +$573K | 0.01% | 1292 |
|
|
2017
Q2 | – | Sell |
-2,285
| Closed | -$222K | – | 2231 |
|
|
2017
Q1 | $222K | Sell |
2,285
-327
| -13% | -$29K | ﹤0.01% | 1711 |
|
|
2016
Q4 | $222K | Buy |
+2,612
| New | +$211K | ﹤0.01% | 1630 |
|
|
2016
Q2 | – | Sell |
-13,687
| Closed | -$771K | – | 1796 |
|
|
2016
Q1 | $771K | Buy |
13,687
+510
| +4% | +$26.6K | 0.01% | 1159 |
|
|
2015
Q4 | $564K | Buy |
+13,177
| New | +$610K | 0.01% | 1258 |
|
Other funds holding BURL
VPM
VCM
