Kestra Advisory Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
12,848
+46
| +0.4% | +$1.57K | ﹤0.01% | 2053 |
|
|
2025
Q1 | $395K | Buy |
12,802
+248
| +2% | +$7.65K | ﹤0.01% | 1977 |
|
|
2024
Q4 | $397K | Buy |
12,554
+1,340
| +12% | +$42.3K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $367K | Sell |
11,214
-877
| -7% | -$28.7K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $320K | Buy |
12,091
+957
| +9% | +$25.3K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $315K | Buy |
11,134
+799
| +8% | +$22.6K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $265K | Sell |
10,335
-640
| -6% | -$16.4K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $266K | Buy |
10,975
+1,195
| +12% | +$28.9K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $287K | Buy |
9,780
+221
| +2% | +$6.49K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $256K | Sell |
9,559
-2,227
| -19% | -$59.7K | ﹤0.01% | 1670 |
|
|
2022
Q4 | $367K | Buy |
11,786
+1,089
| +10% | +$33.9K | ﹤0.01% | 1601 |
|
|
2022
Q3 | $261K | Sell |
10,697
-3,864
| -27% | -$94.3K | ﹤0.01% | 1685 |
|
|
2022
Q2 | $366K | Sell |
14,561
-4,345
| -23% | -$109K | ﹤0.01% | 1502 |
|
|
2022
Q1 | $549K | Sell |
18,906
-72
| -0.4% | -$2.09K | 0.01% | 1240 |
|
|
2021
Q4 | $497K | Sell |
18,978
-211
| -1% | -$5.53K | 0.01% | 1326 |
|
|
2021
Q3 | $454K | Buy |
19,189
+8,241
| +75% | +$195K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $280K | Buy |
10,948
+2,000
| +22% | +$51.2K | ﹤0.01% | 1612 |
|
|
2021
Q1 | $205K | Sell |
8,948
-2,210
| -20% | -$50.6K | ﹤0.01% | 1718 |
|
|
2020
Q4 | $204K | Buy |
+11,158
| New | +$204K | ﹤0.01% | 1711 |
|