IFP 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 | $3.04K | Sell |
89
-20
| -18% | -$683 | ﹤0.01% | 3688 |
|
|
2025
Q1 | $3.86K | Buy |
+109
| New | +$3.86K | ﹤0.01% | 2934 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3629 |
|
|
2024
Q3 | – | Sell |
-57
| Closed | -$1.51K | – | 3323 |
|
|
2024
Q2 | $1.51K | Buy |
+57
| New | +$1.51K | ﹤0.01% | 2887 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$206 | – | 3328 |
|
|
2023
Q2 | $206 | Hold |
7
| – | – | ﹤0.01% | 3316 |
|
|
2023
Q1 | $184 | Sell |
7
-1,590
| -100% | -$41.8K | ﹤0.01% | 3280 |
|
|
2022
Q4 | $44K | Buy |
1,597
+95
| +6% | +$2.62K | ﹤0.01% | 2325 |
|
|
2022
Q3 | $41K | Buy |
1,502
+39
| +3% | +$1.07K | ﹤0.01% | 2519 |
|
|
2022
Q2 | $40K | Hold |
1,463
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q1 | $40K | Buy |
1,463
+1,456
| +20,800% | +$39.8K | ﹤0.01% | 2310 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2902 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2920 |
|
|
2021
Q2 | $0 | Sell |
7
-2,780
| -100% | – | ﹤0.01% | 3185 |
|
|
2021
Q1 | $63K | Buy |
+2,787
| New | +$63K | ﹤0.01% | 1358 |
|
|
2020
Q4 | – | Sell |
-1,725
| Closed | -$30K | – | 3033 |
|
|
2020
Q3 | $30K | Buy |
+1,725
| New | +$30K | ﹤0.01% | 1470 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2802 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2805 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2900 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3107 |
|
|
2019
Q1 | $1K | Sell |
50
-22,137
| -100% | -$443K | ﹤0.01% | 2181 |
|
|
2018
Q4 | $375K | Sell |
22,187
-5,478
| -20% | -$92.6K | 0.02% | 638 |
|
|
2018
Q3 | $661K | Sell |
27,665
-17,150
| -38% | -$410K | 0.03% | 568 |
|
|
2018
Q2 | $1.12M | Buy |
44,815
+43,295
| +2,848% | +$1.08M | 0.05% | 389 |
|
|
2018
Q1 | $32K | Hold |
1,520
| – | – | ﹤0.01% | 2063 |
|
|
2017
Q4 | $32K | Buy |
1,520
+950
| +167% | +$20K | ﹤0.01% | 2058 |
|
|
2017
Q3 | $11K | Sell |
570
-3,350
| -85% | -$64.6K | ﹤0.01% | 2914 |
|
|
2017
Q2 | $72K | Buy |
3,920
+2,000
| +104% | +$36.7K | ﹤0.01% | 1710 |
|
|
2017
Q1 | $31K | Sell |
1,920
-1,000
| -34% | -$16.1K | ﹤0.01% | 2190 |
|
|
2016
Q4 | $40K | Sell |
2,920
-2,450
| -46% | -$33.6K | ﹤0.01% | 2001 |
|
|
2016
Q3 | $85K | Buy |
5,370
+2,500
| +87% | +$39.6K | ﹤0.01% | 1460 |
|
|
2016
Q2 | $30K | Buy |
2,870
+2,820
| +5,640% | +$29.5K | ﹤0.01% | 2064 |
|
|
2016
Q1 | $1K | Sell |
50
-1,870
| -97% | -$37.4K | ﹤0.01% | 2181 |
|
|
2015
Q4 | $27K | Buy |
+1,920
| New | +$27K | ﹤0.01% | 1965 |
|