Allworth Financial’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.4K | Buy |
1,728
+10
| +0.6% | +$286 | ﹤0.01% | 1942 |
|
|
2025
Q1 | $48.7K | Buy |
1,718
+262
| +18% | +$7.43K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $45.4K | Buy |
1,456
+365
| +33% | +$11.4K | ﹤0.01% | 1616 |
|
|
2024
Q3 | $27.7K | Sell |
1,091
-17
| -2% | -$432 | ﹤0.01% | 1703 |
|
|
2024
Q2 | $25.6K | Buy |
1,108
+3
| +0.3% | +$69 | ﹤0.01% | 1721 |
|
|
2024
Q1 | $26.9K | Sell |
1,105
-30
| -3% | -$729 | ﹤0.01% | 1599 |
|
|
2023
Q4 | $33.5K | Buy |
1,135
+9
| +0.8% | +$265 | ﹤0.01% | 1365 |
|
|
2023
Q3 | $30.7K | Buy |
1,126
+22
| +2% | +$599 | ﹤0.01% | 1302 |
|
|
2023
Q2 | $29.4K | Hold |
1,104
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q1 | $23.9K | Sell |
1,104
-627
| -36% | -$13.6K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $38.7K | Buy |
1,731
+30
| +2% | +$671 | ﹤0.01% | 1112 |
|
|
2022
Q3 | $35K | Buy |
1,701
+1,104
| +185% | +$22.7K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $13K | Buy |
597
+589
| +7,363% | +$12.8K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2166 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1886 |
|