Raymond James Financial Services Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,622
| Closed | -$254K | – | 3393 |
|
|
2023
Q4 | $254K | Sell |
8,622
-1,073
| -11% | -$31.6K | ﹤0.01% | 2835 |
|
|
2023
Q3 | $264K | Buy |
9,695
+1,306
| +16% | +$35.6K | ﹤0.01% | 2738 |
|
|
2023
Q2 | $224K | Buy |
+8,389
| New | +$224K | ﹤0.01% | 2847 |
|
|
2022
Q4 | – | Sell |
-11,102
| Closed | -$230K | – | 3241 |
|
|
2022
Q3 | $230K | Sell |
11,102
-1,240
| -10% | -$25.7K | ﹤0.01% | 2748 |
|
|
2022
Q2 | $259K | Sell |
12,342
-2,380
| -16% | -$49.9K | ﹤0.01% | 2687 |
|
|
2022
Q1 | $342K | Sell |
14,722
-1,301
| -8% | -$30.2K | ﹤0.01% | 2616 |
|
|
2021
Q4 | $393K | Sell |
16,023
-32,534
| -67% | -$798K | ﹤0.01% | 2524 |
|
|
2021
Q3 | $1.42M | Buy |
48,557
+32,120
| +195% | +$939K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $498K | Sell |
16,437
-3,902
| -19% | -$118K | ﹤0.01% | 2369 |
|
|
2021
Q1 | $542K | Sell |
20,339
-145,810
| -88% | -$3.89M | ﹤0.01% | 2237 |
|
|
2020
Q4 | $3.69M | Sell |
166,149
-1,971
| -1% | -$43.7K | 0.01% | 971 |
|
|
2020
Q3 | $3.24M | Sell |
168,120
-35,758
| -18% | -$689K | 0.01% | 945 |
|
|
2020
Q2 | $4.44M | Buy |
203,878
+184,969
| +978% | +$4.03M | 0.01% | 750 |
|
|
2020
Q1 | $342K | Buy |
18,909
+8,758
| +86% | +$158K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $182K | Sell |
10,151
-747
| -7% | -$13.4K | ﹤0.01% | 2593 |
|
|
2019
Q3 | $220K | Sell |
10,898
-6,362
| -37% | -$128K | ﹤0.01% | 2425 |
|
|
2019
Q2 | $432K | Buy |
17,260
+2,184
| +14% | +$54.7K | ﹤0.01% | 2021 |
|
|
2019
Q1 | $329K | Buy |
+15,076
| New | +$329K | ﹤0.01% | 2175 |
|
|
2018
Q4 | – | Sell |
-8,688
| Closed | -$233K | – | 2579 |
|
|
2018
Q3 | $233K | Buy |
8,688
+841
| +11% | +$22.6K | ﹤0.01% | 2434 |
|
|
2018
Q2 | $254K | Buy |
+7,847
| New | +$254K | ﹤0.01% | 2343 |
|