Commonwealth Equity Services’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
15,511
+6,600
+74% +$189K ﹤0.01% 3253
2025
Q1
$238K Buy
8,911
+2,222
+33% +$59.3K ﹤0.01% 3697
2024
Q4
$201K Buy
+6,689
New +$201K ﹤0.01% 3754
2024
Q3
Sell
-14,653
Closed -$329K 4092
2024
Q2
$329K Sell
14,653
-14,946
-50% -$336K ﹤0.01% 3218
2024
Q1
$719K Buy
29,599
+12,675
+75% +$308K ﹤0.01% 2500
2023
Q4
$499K Sell
16,924
-6,447
-28% -$190K ﹤0.01% 2707
2023
Q3
$636K Buy
23,371
+5,480
+31% +$149K ﹤0.01% 2391
2023
Q2
$477K Buy
17,891
+3,242
+22% +$86.4K ﹤0.01% 2661
2023
Q1
$316 Sell
14,649
-2,222
-13% -$48 ﹤0.01% 2929
2022
Q4
$377K Sell
16,871
-2,142
-11% -$47.9K ﹤0.01% 2699
2022
Q3
$393K Sell
19,013
-1,439
-7% -$29.7K ﹤0.01% 2602
2022
Q2
$429K Sell
20,452
-1,058
-5% -$22.2K ﹤0.01% 2523
2022
Q1
$500K Sell
21,510
-787
-4% -$18.3K ﹤0.01% 2518
2021
Q4
$547K Sell
22,297
-24,532
-52% -$602K ﹤0.01% 2458
2021
Q3
$1.37M Buy
46,829
+438
+0.9% +$12.8K ﹤0.01% 1696
2021
Q2
$1.41M Sell
46,391
-18,427
-28% -$558K ﹤0.01% 1661
2021
Q1
$1.73M Sell
64,818
-44,044
-40% -$1.17M ﹤0.01% 1428
2020
Q4
$2.42M Buy
108,862
+11,225
+11% +$249K 0.01% 1119
2020
Q3
$1.88M Buy
97,637
+81,667
+511% +$1.57M 0.01% 1131
2020
Q2
$347K Buy
15,970
+3,656
+30% +$79.4K ﹤0.01% 2162
2020
Q1
$222K Buy
+12,314
New +$222K ﹤0.01% 2295
2019
Q3
Sell
-13,790
Closed -$345K 2848
2019
Q2
$345K Sell
13,790
-561
-4% -$14K ﹤0.01% 2086
2019
Q1
$312K Sell
14,351
-4,365
-23% -$94.9K ﹤0.01% 2123
2018
Q4
$382K Sell
18,716
-2,891
-13% -$59K ﹤0.01% 1844
2018
Q3
$579K Buy
21,607
+12,504
+137% +$335K ﹤0.01% 1692
2018
Q2
$295K Buy
9,103
+868
+11% +$28.1K ﹤0.01% 2139
2018
Q1
$257K Buy
+8,235
New +$257K ﹤0.01% 2188