Steward Partners Investment Advisory, LLC Box Inc Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Box Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 19,916 shares of BOX stock, worth $691,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,916

Previous 20,007 0.45%

Holding current value

$691,085

Previous $654,000 3.82%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$31.6 - $35.65 $2,875 - $3,244	-91 Reduced 0.45%	19,916 $629,000
Q3 2024 Nov 14, 2024	SELL	$24.92 - $33.45 $20,858 - $27,997	-837 Reduced 4.02%	20,007 $654,000
Q2 2024 Aug 08, 2024	SELL	$25.04 - $28.54 $926 - $1,055	-37 Reduced 0.18%	20,844 $551,000
Q1 2024 May 15, 2024	BUY	$24.39 - $30.0 $453,775 - $558,150	18,605 Added 817.44%	20,881 $591,000
Q4 2023 Feb 12, 2024	BUY	$23.74 - $26.69 $237 - $266	10 Added 0.44%	2,276 $58,000
Q3 2023 Nov 13, 2023	SELL	$24.06 - $31.57 $46,435 - $60,930	-1,930 Reduced 46.0%	2,266 $54,000
Q3 2022 Nov 10, 2022	BUY	$24.25 - $31.03 $4,922 - $6,299	203 Added 5.08%	4,196 $102,000
Q2 2022 Aug 04, 2022	SELL	$22.65 - $32.33 $27,180 - $38,796	-1,200 Reduced 23.11%	3,993 $100,000
Q1 2022 May 02, 2022	SELL	$24.38 - $29.52 $3,852 - $4,664	-158 Reduced 2.95%	5,193 $151,000
Q4 2021 Feb 08, 2022	BUY	$23.41 - $27.71 $3,698 - $4,378	158 Added 3.04%	5,351 $140,000
Q2 2021 Aug 13, 2021	SELL	$20.74 - $26.0 $14,517 - $18,200	-700 Reduced 11.88%	5,193 $133,000
Q1 2021 May 14, 2021	SELL	$17.34 - $23.68 $3,468 - $4,736	-200 Reduced 3.28%	5,893 $135,000
Q4 2020 Feb 11, 2021	SELL	$15.36 - $19.94 $39,014 - $50,647	-2,540 Reduced 29.42%	6,093 $110,000
Q3 2020 Oct 30, 2020	BUY	$16.92 - $21.23 $52,875 - $66,343	3,125 Added 56.74%	8,633 $150,000
Q2 2020 Aug 06, 2020	BUY	$14.17 - $22.06 $72,805 - $113,344	5,138 Added 1388.65%	5,508 $114,000
Q1 2020 Apr 29, 2020	SELL	$9.12 - $17.32 $30,460 - $57,848	-3,340 Reduced 90.03%	370 $5,000
Q4 2019 Jan 17, 2020	SELL	$15.59 - $18.62 $26,191 - $31,281	-1,680 Reduced 31.17%	3,710 $62,000
Q3 2019 Oct 30, 2019	SELL	$13.03 - $17.9 $65,058 - $89,374	-4,993 Reduced 48.09%	5,390 $89,000
Q2 2019 Jul 25, 2019	BUY	$17.04 - $20.81 $176,926 - $216,070	10,383 New	10,383 $182,000
Q4 2018 Jan 15, 2019	SELL	$15.76 - $22.51 $93,141 - $133,034	-5,910 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$23.55 - $27.32 $51,810 - $60,104	2,200 Added 59.3%	5,910 $141,000
Q2 2018 Jul 20, 2018	BUY	$20.06 - $29.01 $74,422 - $107,627	3,710 New	3,710 $93,000

Others Institutions Holding BOX

# of Institutions

435

Shares Held

145M

Call Options Held

9.34M

Put Options Held

713K

View Full List

About BOX INC

Ticker BOX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 142,320,000
Market Cap $4.94B
Description
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to collaborate on content internally and with external parties, automate content-driven business processes, develop custom app...

More about BOX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Box Inc Transaction History