Sowell Financial Services’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
10,724
-589
| -5% | -$16.8K | 0.01% | 777 |
|
|
2025
Q1 | $302K | Buy |
+11,313
| New | +$302K | 0.01% | 761 |
|
|
2022
Q3 | – | Sell |
-22,742
| Closed | -$477K | – | 413 |
|
|
2022
Q2 | $477K | Buy |
+22,742
| New | +$477K | 0.04% | 225 |
|
|
2021
Q2 | – | Sell |
-2,079
| Closed | -$51K | – | 1032 |
|
|
2021
Q1 | $51K | Sell |
2,079
-1,211
| -37% | -$29.7K | ﹤0.01% | 1649 |
|
|
2020
Q4 | $73K | Sell |
3,290
-3,563
| -52% | -$79.1K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $132K | Sell |
6,853
-2,048
| -23% | -$39.4K | 0.01% | 877 |
|
|
2020
Q2 | $194K | Buy |
8,901
+8,670
| +3,753% | +$189K | 0.01% | 735 |
|
|
2020
Q1 | $4K | Hold |
231
| – | – | ﹤0.01% | 1879 |
|
|
2019
Q4 | $4K | Hold |
231
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q3 | $5K | Buy |
+231
| New | +$5K | ﹤0.01% | 1753 |
|