Janney Montgomery Scott’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
8,027
-102
| -1% | -$3.48K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $251K | Buy |
8,129
+322
| +4% | +$9.94K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $247K | Buy |
7,807
+391
| +5% | +$12.4K | ﹤0.01% | 2431 |
|
|
2024
Q3 | $243K | Buy |
+7,416
| New | +$243K | ﹤0.01% | 2414 |
|
|
2023
Q4 | – | Sell |
-29,990
| Closed | -$726K | – | 2640 |
|
|
2023
Q3 | $726K | Sell |
29,990
-10,103
| -25% | -$245K | ﹤0.01% | 1528 |
|
|
2023
Q2 | $1.18M | Buy |
40,093
+1,804
| +5% | +$53K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $1.03M | Buy |
38,289
+250
| +0.7% | +$6.7K | ﹤0.01% | 1301 |
|
|
2022
Q4 | $1.18M | Buy |
38,039
+3,275
| +9% | +$102K | ﹤0.01% | 1275 |
|
|
2022
Q3 | $848K | Sell |
34,764
-650
| -2% | -$15.9K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $915K | Sell |
35,414
-6,169
| -15% | -$159K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $1.21M | Sell |
41,583
-1,306
| -3% | -$37.9K | 0.01% | 1154 |
|
|
2021
Q4 | $1.12M | Buy |
42,889
+2,291
| +6% | +$60K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $961K | Sell |
40,598
-7,580
| -16% | -$179K | ﹤0.01% | 1303 |
|
|
2021
Q2 | $1.23M | Buy |
48,178
+10,688
| +29% | +$273K | 0.01% | 1172 |
|
|
2021
Q1 | $861K | Sell |
37,490
-3,660
| -9% | -$84.1K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $743K | Sell |
41,150
-1,820
| -4% | -$32.9K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $746K | Buy |
42,970
+1,860
| +5% | +$32.3K | ﹤0.01% | 1222 |
|
|
2020
Q2 | $853K | Buy |
41,110
+4,000
| +11% | +$83K | 0.01% | 1110 |
|
|
2020
Q1 | $521K | Sell |
37,110
-4
| -0% | -$56 | ﹤0.01% | 1203 |
|
|
2019
Q4 | $623K | Buy |
37,114
+1,221
| +3% | +$20.5K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $594K | Buy |
35,893
+3,500
| +11% | +$57.9K | ﹤0.01% | 1288 |
|
|
2019
Q2 | $570K | Buy |
32,393
+3,610
| +13% | +$63.5K | ﹤0.01% | 1358 |
|
|
2019
Q1 | $556K | Buy |
28,783
+1,745
| +6% | +$33.7K | ﹤0.01% | 1332 |
|
|
2018
Q4 | $456K | Sell |
27,038
-12,907
| -32% | -$218K | ﹤0.01% | 1348 |
|
|
2018
Q3 | $955K | Sell |
39,945
-2,047
| -5% | -$48.9K | 0.01% | 1068 |
|
|
2018
Q2 | $1.05M | Buy |
+41,992
| New | +$1.05M | 0.01% | 958 |
|