Stephens Inc’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,595
| Closed | -$143K | – | 1313 |
|
|
2023
Q4 | $143K | Sell |
5,595
-596
| -10% | -$15.3K | ﹤0.01% | 1127 |
|
|
2023
Q3 | $150K | Sell |
6,191
-116
| -2% | -$2.81K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $185K | Hold |
6,307
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q1 | $169K | Buy |
6,307
+5
| +0.1% | +$134 | ﹤0.01% | 1052 |
|
|
2022
Q4 | $196K | Sell |
6,302
-109
| -2% | -$3.39K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $156K | Sell |
6,411
-68
| -1% | -$1.66K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $163K | Buy |
+6,479
| New | +$163K | ﹤0.01% | 1086 |
|