Key Financial Inc’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42K | Hold |
100
| – | – | ﹤0.01% | 1100 |
|
|
2025
Q1 | $3.09K | Hold |
100
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q3 | $3.27K | Hold |
100
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q2 | $2.64K | Hold |
100
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q1 | $2.83K | Hold |
100
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q4 | $2.56K | Hold |
100
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q3 | $2.42K | Hold |
100
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q2 | $2.94K | Hold |
100
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q1 | $2.68K | Hold |
100
| – | – | ﹤0.01% | 915 |
|
|
2022
Q4 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 920 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 928 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 856 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 671 |
|