MAI Capital Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Buy |
102
+45
| +79% | +$10.5K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $13.6K | Buy |
57
+41
| +256% | +$9.77K | ﹤0.01% | 2203 |
|
|
2024
Q4 | $4.56K | Buy |
+16
| New | +$4.56K | ﹤0.01% | 2641 |
|
|
2022
Q3 | – | Sell |
-3,498
| Closed | -$477K | – | 917 |
|
|
2022
Q2 | $477K | Sell |
3,498
-65
| -2% | -$8.86K | 0.01% | 537 |
|
|
2022
Q1 | $649K | Buy |
3,563
+135
| +4% | +$24.6K | 0.01% | 471 |
|
|
2021
Q4 | $999K | Buy |
3,428
+130
| +4% | +$37.9K | 0.02% | 397 |
|
|
2021
Q3 | $935K | Buy |
3,298
+28
| +0.9% | +$7.94K | 0.02% | 370 |
|
|
2021
Q2 | $1.05M | Buy |
3,270
+14
| +0.4% | +$4.51K | 0.02% | 340 |
|
|
2021
Q1 | $973K | Sell |
3,256
-50
| -2% | -$14.9K | 0.02% | 328 |
|
|
2020
Q4 | $865K | Sell |
3,306
-124
| -4% | -$32.4K | 0.02% | 335 |
|
|
2020
Q3 | $707K | Sell |
3,430
-949
| -22% | -$196K | 0.02% | 312 |
|
|
2020
Q2 | $862K | Sell |
4,379
-361
| -8% | -$71.1K | 0.03% | 288 |
|
|
2020
Q1 | $751K | Buy |
4,740
+72
| +2% | +$11.4K | 0.03% | 282 |
|
|
2019
Q4 | $1.06M | Sell |
4,668
-900
| -16% | -$205K | 0.03% | 261 |
|
|
2019
Q3 | $1.11M | Buy |
5,568
+185
| +3% | +$37K | 0.05% | 224 |
|
|
2019
Q2 | $916K | Sell |
5,383
-50
| -0.9% | -$8.51K | 0.04% | 251 |
|
|
2019
Q1 | $851K | Sell |
5,433
-395
| -7% | -$61.9K | 0.04% | 231 |
|
|
2018
Q4 | $948K | Sell |
5,828
-670
| -10% | -$109K | 0.06% | 216 |
|
|
2018
Q3 | $1.06M | Sell |
6,498
-300
| -4% | -$48.9K | 0.05% | 214 |
|
|
2018
Q2 | $1.02M | Sell |
6,798
-625
| -8% | -$94.1K | 0.06% | 212 |
|
|
2018
Q1 | $988K | Sell |
7,423
-225
| -3% | -$29.9K | 0.06% | 218 |
|
|
2017
Q4 | $941K | Buy |
+7,648
| New | +$941K | 0.05% | 227 |
|