Stephens Investment Management Group’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 |
-984,140
| Closed | -$25.2M | – | 171 |
|
|
2023
Q4 | $25.2M | Sell |
984,140
-368,120
| -27% | -$9.43M | 0.37% | 103 |
|
|
2023
Q3 | $32.7M | Buy |
1,352,260
+3,337
| +0.2% | +$80.8K | 0.54% | 84 |
|
|
2023
Q2 | $39.6M | Buy |
1,348,923
+32,753
| +2% | +$962K | 0.62% | 77 |
|
|
2023
Q1 | $35.3M | Buy |
1,316,170
+9,426
| +0.7% | +$253K | 0.59% | 83 |
|
|
2022
Q4 | $41M | Sell |
1,306,744
-647
| -0% | -$20.3K | 0.74% | 66 |
|
|
2022
Q3 | $31.9M | Buy |
1,307,391
+278,525
| +27% | +$6.79M | 0.6% | 78 |
|
|
2022
Q2 | $25.9M | Buy |
+1,028,866
| New | +$25.9M | 0.48% | 98 |
|