Mendota 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
Q1 | – | Sell |
-2,890
| Closed | -$86.8K | – | 165 |
|
|
2024
Q4 | $86.8K | Sell |
2,890
-160
| -5% | -$4.81K | 0.06% | 115 |
|
|
2024
Q3 | $77.6K | Hold |
3,050
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $68.5K | Sell |
3,050
-630
| -17% | -$14.2K | 0.04% | 150 |
|
|
2024
Q1 | $89.4K | Sell |
3,680
-2,178
| -37% | -$52.9K | 0.05% | 142 |
|
|
2023
Q4 | $173K | Sell |
5,858
-140
| -2% | -$4.13K | 0.13% | 71 |
|
|
2023
Q3 | $163K | Sell |
5,998
-1,044
| -15% | -$28.4K | 0.17% | 38 |
|
|
2023
Q2 | $188K | Hold |
7,042
| – | – | 0.21% | 34 |
|
|
2023
Q1 | $164K | Hold |
7,042
| – | – | 0.16% | 44 |
|
|
2022
Q4 | $158K | Buy |
+7,042
| New | +$158K | 0.2% | 46 |
|