Captrust Financial Advisors Box Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Box Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 10,514 shares of BOX stock, worth $345,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,514

Previous 9,763 7.69%

Holding current value

$345,595

Previous $308,000 5.19%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$30.22 - $35.39 $22,695 - $26,577	751 Added 7.69%	10,514 $324,000
Q4 2024 Feb 14, 2025	SELL	$31.6 - $35.65 $21,108 - $23,814	-668 Reduced 6.4%	9,763 $308,000
Q3 2024 Nov 14, 2024	SELL	$24.92 - $33.45 $20,135 - $27,027	-808 Reduced 7.19%	10,431 $341,000
Q2 2024 Aug 14, 2024	BUY	$25.04 - $28.54 $13,972 - $15,925	558 Added 5.22%	11,239 $297,000
Q1 2024 May 15, 2024	SELL	$24.39 - $30.0 $119,901 - $147,480	-4,916 Reduced 31.52%	10,681 $302,000
Q4 2023 Feb 14, 2024	SELL	$23.74 - $26.69 $410,084 - $461,043	-17,274 Reduced 52.55%	15,597 $399,000
Q3 2023 Nov 14, 2023	BUY	$24.06 - $31.57 $71,313 - $93,573	2,964 Added 9.91%	32,871 $795,000
Q2 2023 Aug 14, 2023	SELL	$26.02 - $30.04 $74,963 - $86,545	-2,881 Reduced 8.79%	29,907 $878,000
Q1 2023 May 15, 2023	SELL	$25.27 - $34.68 $137,544 - $188,763	-5,443 Reduced 14.24%	32,788 $878,000
Q4 2022 Feb 15, 2023	BUY	$25.71 - $31.69 $9,486 - $11,693	369 Added 0.97%	38,231 $1.19 Million
Q3 2022 Nov 16, 2022	SELL	$24.25 - $31.03 $41,976 - $53,712	-1,731 Reduced 4.37%	37,862 $923,000
Q2 2022 Aug 23, 2022	SELL	$22.65 - $32.33 $15,152 - $21,628	-669 Reduced 1.66%	39,593 $995,000
Q2 2022 Aug 16, 2022	BUY	$22.65 - $32.33 $53,068 - $75,749	2,343 Added 6.18%	40,262 $1.01 Million
Q1 2022 May 16, 2022	SELL	$24.38 - $29.52 $276,103 - $334,314	-11,325 Reduced 23.0%	37,919 $1.1 Million
Q4 2021 Feb 14, 2022	BUY	$23.41 - $27.71 $1.13 Million - $1.34 Million	48,233 Added 4770.82%	49,244 $1.29 Million
Q3 2021 Nov 16, 2021	BUY	$22.57 - $26.94 $12,955 - $15,463	574 Added 131.35%	1,011 $24,000
Q2 2021 Aug 16, 2021	BUY	$20.74 - $26.0 $7,736 - $9,698	373 Added 582.81%	437 $11,000
Q1 2021 May 17, 2021	SELL	$17.34 - $23.68 $44,095 - $60,218	-2,543 Reduced 97.55%	64 $1,000
Q4 2020 Feb 16, 2021	SELL	$15.36 - $19.94 $32,778 - $42,551	-2,134 Reduced 45.01%	2,607 $47,000
Q3 2020 Nov 17, 2020	BUY	$16.92 - $21.23 $6,226 - $7,812	368 Added 8.42%	4,741 $83,000
Q2 2020 Aug 14, 2020	BUY	$14.17 - $22.06 $61,965 - $96,468	4,373 New	4,373 $93,000
Q4 2019 Feb 14, 2020	SELL	$15.59 - $18.62 $59,132 - $70,625	-3,793 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$13.03 - $17.9 $651 - $894	50 Added 1.34%	3,793 $63,000
Q2 2019 Aug 13, 2019	BUY	$17.04 - $20.81 $63,780 - $77,891	3,743 New	3,743 $66,000

Others Institutions Holding BOX

# of Institutions

439

Shares Held

147M

Call Options Held

10.3M

Put Options Held

820K

View Full List

About BOX INC

Ticker BOX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 142,320,000
Market Cap $4.68B
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...

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Captrust Financial Advisors Box Inc Transaction History