LPL Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
20,011
+857
| +4% | +$29.3K | ﹤0.01% | 4056 |
|
|
2025
Q1 | $591K | Sell |
19,154
-1,603
| -8% | -$49.5K | ﹤0.01% | 3962 |
|
|
2024
Q4 | $656K | Buy |
20,757
+2,066
| +11% | +$65.3K | ﹤0.01% | 3810 |
|
|
2024
Q3 | $612K | Buy |
18,691
+96
| +0.5% | +$3.14K | ﹤0.01% | 3770 |
|
|
2024
Q2 | $492K | Sell |
18,595
-186
| -1% | -$4.92K | ﹤0.01% | 3828 |
|
|
2024
Q1 | $532K | Buy |
18,781
+1,207
| +7% | +$34.2K | ﹤0.01% | 3682 |
|
|
2023
Q4 | $450K | Buy |
17,574
+4,282
| +32% | +$110K | ﹤0.01% | 3702 |
|
|
2023
Q3 | $322K | Buy |
13,292
+3,624
| +37% | +$87.7K | ﹤0.01% | 3808 |
|
|
2023
Q2 | $284K | Sell |
9,668
-3,676
| -28% | -$108K | ﹤0.01% | 3851 |
|
|
2023
Q1 | $357K | Hold |
13,344
| – | – | ﹤0.01% | 3587 |
|
|
2022
Q4 | $415K | Sell |
13,344
-74
| -0.6% | -$2.3K | ﹤0.01% | 3403 |
|
|
2022
Q3 | $327K | Sell |
13,418
-537
| -4% | -$13.1K | ﹤0.01% | 3489 |
|
|
2022
Q2 | $351K | Buy |
13,955
+13
| +0.1% | +$327 | ﹤0.01% | 3474 |
|
|
2022
Q1 | $405K | Sell |
13,942
-13,077
| -48% | -$380K | ﹤0.01% | 3339 |
|
|
2021
Q4 | $708K | Sell |
27,019
-61
| -0.2% | -$1.6K | ﹤0.01% | 2963 |
|
|
2021
Q3 | $641K | Buy |
27,080
+3,778
| +16% | +$89.4K | ﹤0.01% | 2985 |
|
|
2021
Q2 | $595K | Sell |
23,302
-1,522
| -6% | -$38.9K | ﹤0.01% | 2991 |
|
|
2021
Q1 | $570K | Buy |
24,824
+3,402
| +16% | +$78.1K | ﹤0.01% | 2904 |
|
|
2020
Q4 | $387K | Sell |
21,422
-4,358
| -17% | -$78.7K | ﹤0.01% | 2971 |
|
|
2020
Q3 | $448K | Sell |
25,780
-1,633
| -6% | -$28.4K | ﹤0.01% | 2548 |
|
|
2020
Q2 | $569K | Sell |
27,413
-3,535
| -11% | -$73.4K | ﹤0.01% | 2264 |
|
|
2020
Q1 | $435K | Buy |
30,948
+6,374
| +26% | +$89.6K | ﹤0.01% | 2176 |
|
|
2019
Q4 | $412K | Sell |
24,574
-1,962
| -7% | -$32.9K | ﹤0.01% | 2525 |
|
|
2019
Q3 | $439K | Sell |
26,536
-10,263
| -28% | -$170K | ﹤0.01% | 2360 |
|
|
2019
Q2 | $648K | Sell |
36,799
-1,659
| -4% | -$29.2K | ﹤0.01% | 2053 |
|
|
2019
Q1 | $743K | Buy |
38,458
+1,236
| +3% | +$23.9K | ﹤0.01% | 1865 |
|
|
2018
Q4 | $628K | Sell |
37,222
-15,400
| -29% | -$260K | ﹤0.01% | 1853 |
|
|
2018
Q3 | $1.26M | Buy |
52,622
+9,197
| +21% | +$220K | ﹤0.01% | 1500 |
|
|
2018
Q2 | $1.09M | Buy |
+43,425
| New | +$1.09M | ﹤0.01% | 1562 |
|