Cooper Financial Group’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
16,663
-6,443
| -28% | -$184K | 0.06% | 244 |
|
|
2025
Q1 | $617K | Buy |
23,106
+640
| +3% | +$17.1K | 0.08% | 210 |
|
|
2024
Q4 | $675K | Buy |
22,466
+6,395
| +40% | +$192K | 0.08% | 193 |
|
|
2024
Q3 | $409K | Buy |
16,071
+686
| +4% | +$17.4K | 0.05% | 272 |
|
|
2024
Q2 | $346K | Sell |
15,385
-196
| -1% | -$4.4K | 0.05% | 272 |
|
|
2024
Q1 | $379K | Buy |
15,581
+462
| +3% | +$11.2K | 0.06% | 255 |
|
|
2023
Q4 | $446K | Sell |
15,119
-7
| -0% | -$206 | 0.08% | 219 |
|
|
2023
Q3 | $412K | Sell |
15,126
-4,659
| -24% | -$127K | 0.1% | 220 |
|
|
2023
Q2 | $528K | Buy |
19,785
+5,459
| +38% | +$146K | 0.13% | 178 |
|
|
2023
Q1 | $310K | Buy |
14,326
+1,574
| +12% | +$34K | 0.08% | 241 |
|
|
2022
Q4 | $285K | Buy |
12,752
+726
| +6% | +$16.2K | 0.09% | 231 |
|
|
2022
Q3 | $249K | Buy |
+12,026
| New | +$249K | 0.09% | 210 |
|
|
2021
Q4 | – | Sell |
-12,001
| Closed | -$351K | – | 241 |
|
|
2021
Q3 | $351K | Buy |
12,001
+895
| +8% | +$26.2K | 0.07% | 171 |
|
|
2021
Q2 | $337K | Buy |
+11,106
| New | +$337K | 0.07% | 168 |
|