LPL Financial’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 | $684K | Buy |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $612K | Buy |
|
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $570K | Buy |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $569K | Sell |
|
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $439K | Sell |
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|
2019
Q2 | $648K | Sell |
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|
2019
Q1 | $743K | Buy |
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|
2018
Q4 | $628K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.08M | Buy |
|