IFP Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
8,330
+4,002
| +92% | +$118K | 0.01% | 1172 |
|
|
2025
Q1 | $116K | Buy |
4,328
+1,006
| +30% | +$26.9K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $101K | Buy |
3,322
+2,703
| +437% | +$82.3K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $15.7K | Buy |
619
+35
| +6% | +$890 | ﹤0.01% | 2244 |
|
|
2024
Q2 | $13.1K | Sell |
584
-132
| -18% | -$2.97K | ﹤0.01% | 2251 |
|
|
2024
Q1 | $17.4K | Buy |
716
+63
| +10% | +$1.53K | ﹤0.01% | 2035 |
|
|
2023
Q4 | $19.2K | Buy |
653
+48
| +8% | +$1.42K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $16.5K | Buy |
+605
| New | +$16.5K | ﹤0.01% | 2035 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$29.7K | – | 3469 |
|
|
2023
Q1 | $29.7K | Sell |
1,000
-2,204
| -69% | -$65.3K | ﹤0.01% | 1836 |
|
|
2022
Q4 | $94K | Sell |
3,204
-1,161
| -27% | -$34.1K | ﹤0.01% | 1776 |
|
|
2022
Q3 | $137K | Sell |
4,365
-3,119
| -42% | -$97.9K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $225K | Hold |
7,484
| – | – | 0.01% | 1215 |
|
|
2022
Q1 | $225K | Buy |
7,484
+7,169
| +2,276% | +$216K | 0.01% | 1215 |
|
|
2021
Q4 | $8K | Sell |
315
-23
| -7% | -$584 | ﹤0.01% | 2253 |
|
|
2021
Q3 | $11K | Sell |
338
-2,724
| -89% | -$88.7K | ﹤0.01% | 2176 |
|
|
2021
Q2 | $93K | Buy |
3,062
+2,095
| +217% | +$63.6K | ﹤0.01% | 1274 |
|
|
2021
Q1 | $25K | Sell |
967
-17,571
| -95% | -$454K | ﹤0.01% | 1742 |
|
|
2020
Q4 | $410K | Buy |
18,538
+14,028
| +311% | +$310K | 0.02% | 562 |
|
|
2020
Q3 | $91K | Buy |
4,510
+2,955
| +190% | +$59.6K | 0.01% | 1039 |
|
|
2020
Q2 | $33K | Buy |
1,555
+1,250
| +410% | +$26.5K | ﹤0.01% | 1377 |
|
|
2020
Q1 | $6K | Buy |
305
+250
| +455% | +$4.92K | ﹤0.01% | 1964 |
|
|
2019
Q4 | $1K | Sell |
55
-455
| -89% | -$8.27K | ﹤0.01% | 2626 |
|
|
2019
Q3 | $10K | Buy |
+510
| New | +$10K | ﹤0.01% | 2064 |
|
|
2019
Q1 | $26K | Sell |
1,240
-500
| -29% | -$10.5K | ﹤0.01% | 1222 |
|
|
2018
Q4 | $36K | Buy |
1,740
+400
| +30% | +$8.28K | ﹤0.01% | 1780 |
|
|
2018
Q3 | $36K | Sell |
1,340
-7
| -0.5% | -$188 | ﹤0.01% | 2062 |
|
|
2018
Q2 | $44K | Buy |
+1,347
| New | +$44K | ﹤0.01% | 1977 |
|
|
2016
Q2 | – | Sell |
-1,240
| Closed | -$26K | – | 3888 |
|
|
2016
Q1 | $26K | Buy |
+1,240
| New | +$26K | ﹤0.01% | 1222 |
|