Truist Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,687
| Closed | -$226K | – | 2580 |
|
|
2023
Q2 | $226K | Buy |
7,687
+4
| +0.1% | +$118 | ﹤0.01% | 2382 |
|
|
2023
Q1 | $206K | Buy |
7,683
+718
| +10% | +$19.2K | ﹤0.01% | 2398 |
|
|
2022
Q4 | $217K | Buy |
+6,965
| New | +$217K | ﹤0.01% | 2376 |
|
|
2021
Q4 | – | Sell |
-9,718
| Closed | -$230K | – | 2700 |
|
|
2021
Q3 | $230K | Sell |
9,718
-328
| -3% | -$7.76K | ﹤0.01% | 2457 |
|
|
2021
Q2 | $257K | Sell |
10,046
-5,008
| -33% | -$128K | ﹤0.01% | 2430 |
|
|
2021
Q1 | $346K | Buy |
15,054
+1,173
| +8% | +$27K | ﹤0.01% | 2176 |
|
|
2020
Q4 | $251K | Sell |
13,881
-1,583
| -10% | -$28.6K | ﹤0.01% | 2242 |
|
|
2020
Q3 | $268K | Buy |
+15,464
| New | +$268K | ﹤0.01% | 2071 |
|
|
2020
Q2 | – | Sell |
-24,375
| Closed | -$342K | – | 2401 |
|
|
2020
Q1 | $342K | Sell |
24,375
-678
| -3% | -$9.51K | ﹤0.01% | 1759 |
|
|
2019
Q4 | $421K | Buy |
25,053
+4,436
| +22% | +$74.5K | ﹤0.01% | 1948 |
|
|
2019
Q3 | $341K | Buy |
20,617
+196
| +1% | +$3.24K | 0.01% | 644 |
|
|
2019
Q2 | $360K | Buy |
20,421
+4,178
| +26% | +$73.7K | 0.01% | 643 |
|
|
2019
Q1 | $313K | Buy |
16,243
+3,245
| +25% | +$62.5K | 0.01% | 665 |
|
|
2018
Q4 | $220K | Buy |
+12,998
| New | +$220K | ﹤0.01% | 715 |
|