United Capital Financial Advisors’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
17,526
+3,724
| +27% | +$251K | 0.01% | 543 |
|
2025
Q1 | $927K | Buy |
13,802
+380
| +3% | +$25.5K | 0.01% | 575 |
|
2024
Q4 | $998K | Buy |
13,422
+656
| +5% | +$48.8K | 0.01% | 542 |
|
2024
Q3 | $1.03M | Buy |
12,766
+243
| +2% | +$19.6K | 0.01% | 535 |
|
2024
Q2 | $771K | Sell |
12,523
-1,124
| -8% | -$69.2K | 0.01% | 588 |
|
2024
Q1 | $891K | Sell |
13,647
-3,723
| -21% | -$243K | 0.01% | 578 |
|
2023
Q4 | $1.22M | Buy |
17,370
+10,169
| +141% | +$714K | 0.01% | 510 |
|
2023
Q3 | $428K | Sell |
7,201
-1,464
| -17% | -$87.1K | ﹤0.01% | 667 |
|
2023
Q2 | $499K | Sell |
8,665
-453
| -5% | -$26.1K | ﹤0.01% | 680 |
|
2023
Q1 | $493K | Buy |
9,118
+1,320
| +17% | +$71.4K | ﹤0.01% | 720 |
|
2022
Q4 | $527K | Sell |
7,798
-1,237
| -14% | -$83.6K | ﹤0.01% | 742 |
|
2022
Q3 | $677K | Buy |
9,035
+994
| +12% | +$74.5K | ﹤0.01% | 693 |
|
2022
Q2 | $716K | Buy |
8,041
+121
| +2% | +$10.8K | ﹤0.01% | 704 |
|
2022
Q1 | $1.02M | Buy |
7,920
+287
| +4% | +$37K | 0.01% | 662 |
|
2021
Q4 | $879K | Buy |
7,633
+486
| +7% | +$56K | ﹤0.01% | 708 |
|
2021
Q3 | $774K | Buy |
7,147
+133
| +2% | +$14.4K | ﹤0.01% | 737 |
|
2021
Q2 | $804K | Buy |
7,014
+520
| +8% | +$59.6K | ﹤0.01% | 749 |
|
2021
Q1 | $658K | Sell |
6,494
-619
| -9% | -$62.7K | ﹤0.01% | 772 |
|
2020
Q4 | $672K | Sell |
7,113
-2,937
| -29% | -$277K | ﹤0.01% | 771 |
|
2020
Q3 | $807K | Sell |
10,050
-1,360
| -12% | -$109K | 0.01% | 710 |
|
2020
Q2 | $1.03M | Sell |
11,410
-1,243
| -10% | -$112K | 0.01% | 654 |
|
2020
Q1 | $1.17M | Buy |
12,653
+626
| +5% | +$57.7K | 0.01% | 592 |
|
2019
Q4 | $1.66M | Buy |
12,027
+1,660
| +16% | +$229K | 0.01% | 635 |
|
2019
Q3 | $1.34M | Sell |
10,367
-9,967
| -49% | -$1.29M | 0.01% | 662 |
|
2019
Q2 | $2.62M | Buy |
20,334
+522
| +3% | +$67.3K | 0.02% | 543 |
|
2019
Q1 | $2.65M | Sell |
19,812
-143
| -0.7% | -$19.1K | 0.02% | 527 |
|
2018
Q4 | $2.25M | Buy |
+19,955
| New | +$2.25M | 0.02% | 535 |
|
2017
Q2 | – | Sell |
-5,986
| Closed | -$793K | – | 1275 |
|
2017
Q1 | $793K | Sell |
5,986
-12,311
| -67% | -$1.63M | 0.01% | 806 |
|
2016
Q4 | $2.3M | Sell |
18,297
-2,249
| -11% | -$283K | 0.02% | 534 |
|
2016
Q3 | $2.8M | Buy |
20,546
+2,127
| +12% | +$290K | 0.03% | 503 |
|
2016
Q2 | $2.43M | Buy |
18,419
+3,008
| +20% | +$397K | 0.02% | 520 |
|
2016
Q1 | $1.96M | Buy |
15,411
+2,541
| +20% | +$323K | 0.02% | 538 |
|
2015
Q4 | $1.64M | Buy |
12,870
+3,420
| +36% | +$436K | 0.02% | 581 |
|
2015
Q3 | $1.12M | Sell |
9,450
-8,482
| -47% | -$1M | 0.01% | 660 |
|
2015
Q2 | $2.17M | Buy |
17,932
+4,482
| +33% | +$542K | 0.03% | 551 |
|
2015
Q1 | $1.78M | Sell |
13,450
-14,727
| -52% | -$1.95M | 0.02% | 592 |
|
2014
Q4 | $3.63M | Buy |
28,177
+2,113
| +8% | +$272K | 0.05% | 324 |
|
2014
Q3 | $3.02M | Buy |
26,064
+5,406
| +26% | +$626K | 0.05% | 339 |
|
2014
Q2 | $2.44M | Buy |
20,658
+15,072
| +270% | +$1.78M | 0.05% | 380 |
|
2014
Q1 | $640K | Buy |
+5,586
| New | +$640K | 0.01% | 588 |
|