LPL Financial’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
48,940
+15,767
| +48% | +$451K | ﹤0.01% | 3421 |
|
|
2025
Q1 | $886K | Buy |
33,173
+8,667
| +35% | +$231K | ﹤0.01% | 3624 |
|
|
2024
Q4 | $736K | Buy |
24,506
+5,823
| +31% | +$175K | ﹤0.01% | 3711 |
|
|
2024
Q3 | $475K | Sell |
18,683
-4,158
| -18% | -$106K | ﹤0.01% | 3975 |
|
|
2024
Q2 | $513K | Sell |
22,841
-6,919
| -23% | -$155K | ﹤0.01% | 3792 |
|
|
2024
Q1 | $723K | Buy |
29,760
+980
| +3% | +$23.8K | ﹤0.01% | 3417 |
|
|
2023
Q4 | $848K | Sell |
28,780
-17,856
| -38% | -$526K | ﹤0.01% | 3157 |
|
|
2023
Q3 | $1.27M | Sell |
46,636
-5,147
| -10% | -$140K | ﹤0.01% | 2681 |
|
|
2023
Q2 | $1.38M | Sell |
51,783
-2,305
| -4% | -$61.5K | ﹤0.01% | 2572 |
|
|
2023
Q1 | $1.17M | Sell |
54,088
-5,313
| -9% | -$115K | ﹤0.01% | 2621 |
|
|
2022
Q4 | $1.33M | Sell |
59,401
-7,094
| -11% | -$159K | ﹤0.01% | 2413 |
|
|
2022
Q3 | $1.38M | Sell |
66,495
-2,080
| -3% | -$43.1K | ﹤0.01% | 2275 |
|
|
2022
Q2 | $1.44M | Sell |
68,575
-7,032
| -9% | -$148K | ﹤0.01% | 2273 |
|
|
2022
Q1 | $1.76M | Sell |
75,607
-6,257
| -8% | -$145K | ﹤0.01% | 2152 |
|
|
2021
Q4 | $2.01M | Sell |
81,864
-4,662
| -5% | -$114K | ﹤0.01% | 2079 |
|
|
2021
Q3 | $2.53M | Sell |
86,526
-60,776
| -41% | -$1.78M | ﹤0.01% | 1875 |
|
|
2021
Q2 | $4.47M | Buy |
147,302
+79,176
| +116% | +$2.4M | ﹤0.01% | 1420 |
|
|
2021
Q1 | $1.82M | Buy |
68,126
+10,482
| +18% | +$279K | ﹤0.01% | 1911 |
|
|
2020
Q4 | $1.28M | Buy |
57,644
+49
| +0.1% | +$1.09K | ﹤0.01% | 1988 |
|
|
2020
Q3 | $1.11M | Sell |
57,595
-10,289
| -15% | -$198K | ﹤0.01% | 1863 |
|
|
2020
Q2 | $1.48M | Buy |
67,884
+38,990
| +135% | +$849K | ﹤0.01% | 1541 |
|
|
2020
Q1 | $523K | Buy |
28,894
+7,931
| +38% | +$144K | ﹤0.01% | 2060 |
|
|
2019
Q4 | $375K | Sell |
20,963
-6,289
| -23% | -$113K | ﹤0.01% | 2594 |
|
|
2019
Q3 | $550K | Sell |
27,252
-1,627
| -6% | -$32.8K | ﹤0.01% | 2183 |
|
|
2019
Q2 | $723K | Sell |
28,879
-10,256
| -26% | -$257K | ﹤0.01% | 1962 |
|
|
2019
Q1 | $853K | Sell |
39,135
-6,369
| -14% | -$139K | ﹤0.01% | 1757 |
|
|
2018
Q4 | $930K | Sell |
45,504
-5,542
| -11% | -$113K | ﹤0.01% | 1571 |
|
|
2018
Q3 | $1.37M | Buy |
51,046
+17,907
| +54% | +$481K | ﹤0.01% | 1433 |
|
|
2018
Q2 | $1.07M | Buy |
33,139
+4,775
| +17% | +$155K | ﹤0.01% | 1571 |
|
|
2018
Q1 | $886K | Buy |
+28,364
| New | +$886K | ﹤0.01% | 1684 |
|