Kovack Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,325
| Closed | -$310K | – | 592 |
|
|
2024
Q4 | $310K | Sell |
10,325
-950
| -8% | -$28.5K | 0.03% | 435 |
|
|
2024
Q3 | $287K | Buy |
+11,275
| New | +$287K | 0.03% | 448 |
|
|
2024
Q1 | – | Sell |
-8,375
| Closed | -$247K | – | 500 |
|
|
2023
Q4 | $247K | Sell |
8,375
-800
| -9% | -$23.6K | 0.03% | 470 |
|
|
2023
Q3 | $250K | Sell |
9,175
-2,125
| -19% | -$57.9K | 0.03% | 433 |
|
|
2023
Q2 | $301K | Sell |
11,300
-100
| -0.9% | -$2.67K | 0.04% | 412 |
|
|
2023
Q1 | $246K | Buy |
11,400
+997
| +10% | +$21.6K | 0.03% | 459 |
|
|
2022
Q4 | $233K | Buy |
+10,403
| New | +$233K | 0.03% | 478 |
|
|
2022
Q2 | – | Sell |
-10,074
| Closed | -$234K | – | 606 |
|
|
2022
Q1 | $234K | Buy |
10,074
+71
| +0.7% | +$1.65K | 0.02% | 612 |
|
|
2021
Q4 | $245K | Buy |
+10,003
| New | +$245K | 0.02% | 590 |
|
|
2021
Q3 | – | Sell |
-23,513
| Closed | -$713K | – | 682 |
|
|
2021
Q2 | $713K | Buy |
+23,513
| New | +$713K | 0.08% | 266 |
|