Segall Bryant & Hamill’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
511,920
+143,568
| +39% | +$4.91M | 0.25% | 137 |
|
|
2025
Q1 | $11.4M | Sell |
368,352
-10,421
| -3% | -$322K | 0.17% | 187 |
|
|
2024
Q4 | $12M | Sell |
378,773
-5,101
| -1% | -$161K | 0.16% | 194 |
|
|
2024
Q3 | $12.6M | Sell |
383,874
-15,734
| -4% | -$515K | 0.17% | 195 |
|
|
2024
Q2 | $10.6M | Buy |
399,608
+10,815
| +3% | +$286K | 0.19% | 175 |
|
|
2024
Q1 | $11M | Sell |
388,793
-5,423
| -1% | -$154K | 0.21% | 168 |
|
|
2023
Q4 | $10.1M | Buy |
394,216
+1,300
| +0.3% | +$33.3K | 0.19% | 182 |
|
|
2023
Q3 | $9.51M | Buy |
392,916
+112,618
| +40% | +$2.73M | 0.11% | 221 |
|
|
2023
Q2 | $8.24M | Buy |
280,298
+1,385
| +0.5% | +$40.7K | 0.09% | 266 |
|
|
2023
Q1 | $7.47M | Buy |
278,913
+61,961
| +29% | +$1.66M | 0.08% | 273 |
|
|
2022
Q4 | $6.75M | Buy |
+216,952
| New | +$6.75M | 0.08% | 279 |
|
|
2021
Q2 | – | Sell |
-1,272,616
| Closed | -$29.2M | – | 776 |
|
|
2021
Q1 | $29.2M | Buy |
+1,272,616
| New | +$29.2M | 0.29% | 95 |
|
|
2020
Q2 | – | Sell |
-368,100
| Closed | -$5.17M | – | 776 |
|
|
2020
Q1 | $5.17M | Buy |
368,100
+91,367
| +33% | +$1.28M | 0.11% | 188 |
|
|
2019
Q4 | $4.64M | Buy |
+276,733
| New | +$4.64M | 0.07% | 261 |
|