Stifel Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
50,986
+5,794
| +13% | +$198K | ﹤0.01% | 1948 |
|
|
2025
Q1 | $1.39M | Sell |
45,192
-8,732
| -16% | -$269K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $1.7M | Buy |
53,924
+12,898
| +31% | +$408K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $1.34M | Buy |
41,026
+10,542
| +35% | +$345K | ﹤0.01% | 2026 |
|
|
2024
Q2 | $806K | Sell |
30,484
-6,217
| -17% | -$164K | ﹤0.01% | 2316 |
|
|
2024
Q1 | $1.04M | Sell |
36,701
-4,457
| -11% | -$126K | ﹤0.01% | 2164 |
|
|
2023
Q4 | $1.05M | Sell |
41,158
-250
| -0.6% | -$6.4K | ﹤0.01% | 2113 |
|
|
2023
Q3 | $1M | Sell |
41,408
-12,658
| -23% | -$306K | ﹤0.01% | 2054 |
|
|
2023
Q2 | $1.59M | Sell |
54,066
-6,079
| -10% | -$179K | ﹤0.01% | 1787 |
|
|
2023
Q1 | $1.61M | Sell |
60,145
-4,012
| -6% | -$107K | ﹤0.01% | 1723 |
|
|
2022
Q4 | $2M | Buy |
64,157
+7,287
| +13% | +$227K | ﹤0.01% | 1523 |
|
|
2022
Q3 | $1.39M | Sell |
56,870
-1,230
| -2% | -$30K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $1.46M | Sell |
58,100
-5,704
| -9% | -$143K | ﹤0.01% | 1720 |
|
|
2022
Q1 | $1.85M | Sell |
63,804
-3,091
| -5% | -$89.8K | ﹤0.01% | 1668 |
|
|
2021
Q4 | $1.75M | Buy |
66,895
+12,986
| +24% | +$340K | ﹤0.01% | 1718 |
|
|
2021
Q3 | $1.28M | Buy |
53,909
+6,042
| +13% | +$143K | ﹤0.01% | 1901 |
|
|
2021
Q2 | $1.22M | Sell |
47,867
-15,863
| -25% | -$405K | ﹤0.01% | 1943 |
|
|
2021
Q1 | $1.46M | Buy |
63,730
+42,112
| +195% | +$967K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $390K | Sell |
21,618
-25,992
| -55% | -$469K | ﹤0.01% | 2464 |
|
|
2020
Q3 | $827K | Buy |
47,610
+23,546
| +98% | +$409K | ﹤0.01% | 1767 |
|
|
2020
Q2 | $500K | Buy |
24,064
+6,511
| +37% | +$135K | ﹤0.01% | 2040 |
|
|
2020
Q1 | $245K | Buy |
17,553
+2,250
| +15% | +$31.4K | ﹤0.01% | 2326 |
|
|
2019
Q4 | $257K | Buy |
+15,303
| New | +$257K | ﹤0.01% | 2616 |
|
|
2019
Q3 | – | Sell |
-23,166
| Closed | -$411K | – | 2867 |
|
|
2019
Q2 | $411K | Sell |
23,166
-6,178
| -21% | -$110K | ﹤0.01% | 2307 |
|
|
2019
Q1 | $565K | Buy |
29,344
+1,812
| +7% | +$34.9K | ﹤0.01% | 1995 |
|
|
2018
Q4 | $465K | Sell |
27,532
-4,410
| -14% | -$74.5K | ﹤0.01% | 1970 |
|
|
2018
Q3 | $763K | Buy |
31,942
+8,058
| +34% | +$192K | ﹤0.01% | 1852 |
|
|
2018
Q2 | $593K | Buy |
+23,884
| New | +$593K | ﹤0.01% | 1938 |
|
|
2017
Q3 | – | Sell |
-20,088
| Closed | -$362K | – | 2587 |
|
|
2017
Q2 | $362K | Buy |
20,088
+6,413
| +47% | +$116K | ﹤0.01% | 2042 |
|
|
2017
Q1 | $222K | Buy |
+13,675
| New | +$222K | ﹤0.01% | 2269 |
|