Steward Partners Investment Advisory’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $58.3K | Buy |
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|
2023
Q3 | $54.9K | Sell |
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|
2023
Q2 | $123K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $131K | Hold |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $100K | Sell |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $133K | Sell |
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|
2021
Q1 | $135K | Sell |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $150K | Buy |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $62K | Sell |
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|
2019
Q3 | $89K | Sell |
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|
2019
Q2 | $182K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $141K | Buy |
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|
2018
Q2 | $93K | Buy |
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