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 |
|