Lindbrook Capital’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.37K | Buy |
174
+5
| +3% | +$154 | ﹤0.01% | 1923 |
|
|
2024
Q4 | $5.34K | Hold |
169
| – | – | ﹤0.01% | 1953 |
|
|
2024
Q3 | $5.53K | Sell |
169
-168
| -50% | -$5.5K | ﹤0.01% | 1970 |
|
|
2024
Q2 | $8.91K | Buy |
+337
| New | +$8.91K | ﹤0.01% | 1688 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$666 | – | 2661 |
|
|
2023
Q4 | $666 | Hold |
26
| – | – | ﹤0.01% | 2543 |
|
|
2023
Q3 | $629 | Buy |
26
+8
| +44% | +$194 | ﹤0.01% | 2482 |
|
|
2023
Q2 | $529 | Hold |
18
| – | – | ﹤0.01% | 2497 |
|
|
2023
Q1 | $482 | Sell |
18
-137
| -88% | -$3.67K | ﹤0.01% | 2611 |
|
|
2022
Q4 | $4.83K | Buy |
155
+74
| +91% | +$2.3K | ﹤0.01% | 1845 |
|
|
2022
Q3 | $2K | Buy |
81
+48
| +145% | +$1.19K | ﹤0.01% | 2002 |
|
|
2022
Q2 | $1K | Buy |
33
+4
| +14% | +$121 | ﹤0.01% | 2162 |
|
|
2022
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2180 |
|
|
2021
Q3 | – | Sell |
-43
| Closed | -$1K | – | 1865 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1670 |
|
|
2019
Q2 | – | Sell |
-42,475
| Closed | -$820K | – | 1400 |
|
|
2019
Q1 | $820K | Hold |
42,475
| – | – | 0.33% | 27 |
|
|
2018
Q4 | $716K | Buy |
+42,475
| New | +$716K | 0.35% | 25 |
|