Kestra Advisory Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $367K | Sell |
|
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $204K | Buy |
|