Raymond James Financial Services Advisors’s Box BOX Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$651K	Sell	19,881 -1,198	-6%	-$39.2K	﹤0.01%	2429
2024 Q2	$557K	Sell	21,079 -337	-2%	-$8.91K	﹤0.01%	2450
2024 Q1	$607K	Sell	21,416 -20,104	-48%	-$569K	﹤0.01%	2376
2023 Q4	$1.06M	Sell	41,520 -26,274	-39%	-$673K	﹤0.01%	1939
2023 Q3	$1.64M	Buy	67,794 +7,946	+13%	+$192K	﹤0.01%	1610
2023 Q2	$1.76M	Sell	59,848 -3,945	-6%	-$116K	﹤0.01%	1573
2023 Q1	$1.71M	Buy	63,793 +26,587	+71%	+$712K	﹤0.01%	1575
2022 Q4	$1.16M	Sell	37,206 -1,200	-3%	-$37.4K	﹤0.01%	1740
2022 Q3	$937K	Sell	38,406 -571	-1%	-$13.9K	﹤0.01%	1842
2022 Q2	$980K	Buy	38,977 +188	+0.5%	+$4.73K	﹤0.01%	1845
2022 Q1	$1.13M	Sell	38,789 -49,347	-56%	-$1.43M	﹤0.01%	1867
2021 Q4	$2.31M	Sell	88,136 -3,171	-3%	-$83K	﹤0.01%	1440
2021 Q3	$2.16M	Sell	91,307 -23,609	-21%	-$559K	﹤0.01%	1444
2021 Q2	$2.94M	Sell	114,916 -13,440	-10%	-$343K	0.01%	1256
2021 Q1	$2.95M	Sell	128,356 -15,645	-11%	-$359K	0.01%	1183
2020 Q4	$2.6M	Sell	144,001 -225	-0.2%	-$4.06K	0.01%	1151
2020 Q3	$2.5M	Buy	144,226 +540	+0.4%	+$9.38K	0.01%	1059
2020 Q2	$2.98M	Sell	143,686 -12,116	-8%	-$252K	0.01%	938
2020 Q1	$2.19M	Buy	155,802 +15,220	+11%	+$214K	0.01%	849
2019 Q4	$2.36M	Sell	140,582 -25,641	-15%	-$430K	0.01%	1090
2019 Q3	$2.75M	Buy	166,223 +22,195	+15%	+$368K	0.01%	951
2019 Q2	$2.54M	Buy	144,028 +16,776	+13%	+$295K	0.01%	975
2019 Q1	$2.46M	Buy	127,252 +36,163	+40%	+$698K	0.01%	964
2018 Q4	$1.54M	Sell	91,089 -23,937	-21%	-$404K	0.01%	1041
2018 Q3	$2.75M	Buy	115,026 +54,610	+90%	+$1.31M	0.01%	899
2018 Q2	$1.51M	Buy	+60,416	New	+$1.51M	0.01%	1181
2016 Q4	–	Sell	-11,392	Closed	-$180K	–	2316
2016 Q3	$180K	Buy	11,392 +515	+5%	+$8.14K	﹤0.01%	2059
2016 Q2	$112K	Buy	+10,877	New	+$112K	﹤0.01%	2082