IFP Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $405K | Buy |
15,266
+6
| +0% | +$150 | 0.01% | 1138 |
|
|
2026
Q1 | $361K | Buy |
15,260
+174
| +1% | +$4.38K | 0.01% | 1106 |
|
|
2025
Q4 | $451K | Buy |
15,086
+14,951
| +11,075% | +$469K | 0.01% | 981 |
|
|
2025
Q3 | $4.36K | Buy |
135
+46
| +52% | +$1.49K | ﹤0.01% | 3331 |
|
|
2025
Q2 | $3.04K | Sell |
89
-20
| -18% | -$656 | ﹤0.01% | 3688 |
|
|
2025
Q1 | $3.86K | Buy |
+109
| New | +$3.53K | ﹤0.01% | 2934 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3629 |
|
|
2024
Q3 | – | Sell |
-57
| Closed | -$1.51K | – | 3323 |
|
|
2024
Q2 | $1.51K | Buy |
+57
| New | +$1.52K | ﹤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% | -$47.9K | ﹤0.01% | 3280 |
|
|
2022
Q4 | $44K | Buy |
1,597
+95
| +6% | +$2.71K | ﹤0.01% | 2325 |
|
|
2022
Q3 | $41K | Buy |
1,502
+39
| +3% | +$1.07K | ﹤0.01% | 2518 |
|
|
2022
Q2 | $40K | Hold |
1,463
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q1 | $40K | Buy |
1,463
+1,456
| +20,800% | +$38.3K | ﹤0.01% | 2309 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2951 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2984 |
|
|
2021
Q2 | $0 | Sell |
7
-2,780
| -100% | -$64.8K | ﹤0.01% | 3073 |
|
|
2021
Q1 | $63K | Buy |
+2,787
| New | +$54.3K | ﹤0.01% | 1358 |
|
|
2020
Q4 | – | Sell |
-1,725
| Closed | -$30K | – | 2945 |
|
|
2020
Q3 | $30K | Buy |
+1,725
| New | +$31.8K | ﹤0.01% | 1471 |
|
|
2019
Q1 | $1K | Sell |
50
-22,137
| -100% | -$459K | ﹤0.01% | 2181 |
|
|
2018
Q4 | $375K | Sell |
22,187
-5,478
| -20% | -$101K | 0.02% | 639 |
|
|
2018
Q3 | $661K | Sell |
27,665
-17,150
| -38% | -$432K | 0.03% | 569 |
|
|
2018
Q2 | $1.12M | Buy |
44,815
+43,295
| +2,848% | +$1.07M | 0.05% | 390 |
|
|
2018
Q1 | $32K | Hold |
1,520
| – | – | ﹤0.01% | 2063 |
|
|
2017
Q4 | $32K | Buy |
1,520
+950
| +167% | +$20K | ﹤0.01% | 2088 |
|
|
2017
Q3 | $11K | Sell |
570
-3,350
| -85% | -$62.9K | ﹤0.01% | 2953 |
|
|
2017
Q2 | $72K | Buy |
3,920
+2,000
| +104% | +$36.1K | ﹤0.01% | 1724 |
|
|
2017
Q1 | $31K | Sell |
1,920
-1,000
| -34% | -$16.9K | ﹤0.01% | 2212 |
|
|
2016
Q4 | $40K | Sell |
2,920
-2,450
| -46% | -$36.3K | ﹤0.01% | 2014 |
|
|
2016
Q3 | $85K | Buy |
5,370
+2,500
| +87% | +$31.7K | ﹤0.01% | 1466 |
|
|
2016
Q2 | $30K | Buy |
2,870
+2,820
| +5,640% | +$33.7K | ﹤0.01% | 2073 |
|
|
2016
Q1 | $1K | Sell |
50
-1,870
| -97% | -$21.2K | ﹤0.01% | 2178 |
|
|
2015
Q4 | $27K | Buy |
+1,920
| New | +$25.2K | ﹤0.01% | 1978 |
|
Other funds holding BOX
IFP Advisors's BOX Position: Q2 2026 in Review
IFP Advisors increased its Box (BOX) stake by 0.04% in Q2 2026, buying an estimated $150 and bringing the position to 15,266 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1138.
IFP Advisors first reported a position in BOX in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.12M in Q2 2018. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- IFP Advisors held 15,266 shares of Box worth $405K as of Q2 2026.
- IFP Advisors bought 6 Box shares in Q2 2026, an estimated $150.
- Box made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1138 holding.
- IFP Advisors first reported a position in Box in Q4 2015 and has held it in 32 quarters since.
- IFP Advisors's Box position peaked at $1.12M in Q2 2018.
- 394 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.