Larson 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 | $26.8K | Buy |
936
+494
| +112% | +$14.1K | ﹤0.01% | 1340 |
|
2025
Q1 | $11.8K | Buy |
+442
| New | +$11.8K | ﹤0.01% | 1563 |
|
2024
Q4 | – | Sell |
-400
| Closed | -$10.2K | – | 2790 |
|
2024
Q3 | $10.2K | Hold |
400
| – | – | ﹤0.01% | 1466 |
|
2024
Q2 | $8.99K | Buy |
+400
| New | +$8.99K | ﹤0.01% | 1292 |
|
2024
Q1 | – | Sell |
-80
| Closed | -$2.36K | – | 1810 |
|
2023
Q4 | $2.36K | Sell |
80
-80
| -50% | -$2.36K | ﹤0.01% | 1340 |
|
2023
Q3 | $4.36K | Hold |
160
| – | – | ﹤0.01% | 1214 |
|
2023
Q2 | $4.27K | Hold |
160
| – | – | ﹤0.01% | 1132 |
|
2023
Q1 | $3.46K | Sell |
160
-300
| -65% | -$6.49K | ﹤0.01% | 1153 |
|
2022
Q4 | $10.3K | Buy |
460
+300
| +188% | +$6.71K | ﹤0.01% | 852 |
|
2022
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 1036 |
|
2022
Q2 | $3K | Sell |
160
-2,157
| -93% | -$40.4K | ﹤0.01% | 946 |
|
2022
Q1 | $54K | Buy |
2,317
+2
| +0.1% | +$47 | 0.01% | 363 |
|
2021
Q4 | $57K | Buy |
+2,315
| New | +$57K | 0.01% | 362 |
|
2021
Q1 | – | Sell |
-384
| Closed | -$9K | – | 840 |
|
2020
Q4 | $9K | Hold |
384
| – | – | ﹤0.01% | 506 |
|
2020
Q3 | $7K | Buy |
+384
| New | +$7K | ﹤0.01% | 478 |
|