Cetera Investment Advisers’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
24,623
+2,405
| +11% | +$68.8K | ﹤0.01% | 2695 |
|
|
2025
Q1 | $593K | Buy |
22,218
+5,117
| +30% | +$137K | ﹤0.01% | 2702 |
|
|
2024
Q4 | $514K | Sell |
17,101
-13,350
| -44% | -$401K | ﹤0.01% | 2660 |
|
|
2024
Q3 | $774K | Sell |
30,451
-2,583
| -8% | -$65.7K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $742K | Sell |
33,034
-1,491
| -4% | -$33.5K | ﹤0.01% | 2291 |
|
|
2024
Q1 | $839K | Buy |
+34,525
| New | +$839K | ﹤0.01% | 2214 |
|
|
2023
Q1 | – | Sell |
-10,315
| Closed | -$231K | – | 2158 |
|
|
2022
Q4 | $231K | Buy |
10,315
+185
| +2% | +$4.14K | ﹤0.01% | 1821 |
|
|
2022
Q3 | $210K | Sell |
10,130
-141
| -1% | -$2.92K | ﹤0.01% | 1474 |
|
|
2022
Q2 | $216K | Buy |
+10,271
| New | +$216K | ﹤0.01% | 1619 |
|
|
2021
Q1 | – | Sell |
-14,589
| Closed | -$324K | – | 1611 |
|
|
2020
Q4 | $324K | Buy |
+14,589
| New | +$324K | 0.01% | 1196 |
|