Steward Partners Investment Advisory’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
10,530
-9,386
| -47% | -$321K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $615K | Hold |
19,916
| – | – | 0.01% | 1128 |
|
|
2024
Q4 | $629K | Sell |
19,916
-91
| -0.5% | -$2.88K | 0.01% | 1057 |
|
|
2024
Q3 | $655K | Sell |
20,007
-837
| -4% | -$27.4K | 0.01% | 1005 |
|
|
2024
Q2 | $551K | Sell |
20,844
-37
| -0.2% | -$978 | 0.01% | 1030 |
|
|
2024
Q1 | $591K | Buy |
20,881
+18,605
| +817% | +$527K | 0.01% | 987 |
|
|
2023
Q4 | $58.3K | Buy |
2,276
+10
| +0.4% | +$256 | ﹤0.01% | 1911 |
|
|
2023
Q3 | $54.9K | Sell |
2,266
-1,930
| -46% | -$46.7K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $123K | Hold |
4,196
| – | – | ﹤0.01% | 1480 |
|
|
2023
Q1 | $112K | Hold |
4,196
| – | – | ﹤0.01% | 1536 |
|
|
2022
Q4 | $131K | Hold |
4,196
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q3 | $102K | Buy |
4,196
+203
| +5% | +$4.94K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $100K | Sell |
3,993
-1,200
| -23% | -$30.1K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $151K | Sell |
5,193
-158
| -3% | -$4.59K | ﹤0.01% | 1406 |
|
|
2021
Q4 | $140K | Buy |
5,351
+158
| +3% | +$4.13K | ﹤0.01% | 1451 |
|
|
2021
Q3 | $123K | Hold |
5,193
| – | – | ﹤0.01% | 1463 |
|
|
2021
Q2 | $133K | Sell |
5,193
-700
| -12% | -$17.9K | ﹤0.01% | 1876 |
|
|
2021
Q1 | $135K | Sell |
5,893
-200
| -3% | -$4.59K | ﹤0.01% | 1466 |
|
|
2020
Q4 | $110K | Sell |
6,093
-2,540
| -29% | -$45.9K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $150K | Buy |
8,633
+3,125
| +57% | +$54.3K | ﹤0.01% | 1061 |
|
|
2020
Q2 | $114K | Buy |
5,508
+5,138
| +1,389% | +$106K | ﹤0.01% | 1095 |
|
|
2020
Q1 | $5K | Sell |
370
-3,340
| -90% | -$45.1K | ﹤0.01% | 2067 |
|
|
2019
Q4 | $62K | Sell |
3,710
-1,680
| -31% | -$28.1K | ﹤0.01% | 1309 |
|
|
2019
Q3 | $89K | Sell |
5,390
-4,993
| -48% | -$82.4K | ﹤0.01% | 1132 |
|
|
2019
Q2 | $182K | Buy |
+10,383
| New | +$182K | 0.01% | 846 |
|
|
2018
Q4 | – | Sell |
-5,910
| Closed | -$141K | – | 931 |
|
|
2018
Q3 | $141K | Buy |
5,910
+2,200
| +59% | +$52.5K | 0.01% | 813 |
|
|
2018
Q2 | $93K | Buy |
+3,710
| New | +$93K | 0.01% | 873 |
|