Farther Finance Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
9,012
+1,641
| +22% | +$46.9K | 0.01% | 1256 |
|
|
2025
Q1 | $200K | Buy |
7,371
+7,198
| +4,161% | +$196K | 0.01% | 1224 |
|
|
2024
Q4 | $5.2K | Buy |
173
+77
| +80% | +$2.31K | ﹤0.01% | 2649 |
|
|
2024
Q3 | $2.44K | Buy |
96
+38
| +66% | +$966 | ﹤0.01% | 2922 |
|
|
2024
Q2 | $1.31K | Hold |
58
| – | – | ﹤0.01% | 2968 |
|
|
2024
Q1 | $1.41K | Sell |
58
-115
| -66% | -$2.8K | ﹤0.01% | 2644 |
|
|
2023
Q4 | $5.1K | Buy |
173
+20
| +13% | +$590 | ﹤0.01% | 1959 |
|
|
2023
Q3 | $4.17K | Hold |
153
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q2 | $4.08K | Buy |
153
+7
| +5% | +$187 | ﹤0.01% | 1500 |
|
|
2023
Q1 | $3.16K | Buy |
146
+105
| +256% | +$2.27K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $918 | Buy |
+41
| New | +$918 | ﹤0.01% | 1673 |
|