Stifel Financial’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 |
-31,118
| Closed | -$935K | – | 3468 |
|
|
2024
Q4 | $935K | Buy |
+31,118
| New | +$935K | ﹤0.01% | 2286 |
|
|
2023
Q1 | – | Sell |
-13,440
| Closed | -$301K | – | 3344 |
|
|
2022
Q4 | $301K | Sell |
13,440
-1,250
| -9% | -$28K | ﹤0.01% | 2768 |
|
|
2022
Q3 | $305K | Buy |
14,690
+250
| +2% | +$5.19K | ﹤0.01% | 2710 |
|
|
2022
Q2 | $303K | Buy |
14,440
+2,681
| +23% | +$56.3K | ﹤0.01% | 2743 |
|
|
2022
Q1 | $273K | Buy |
11,759
+1,481
| +14% | +$34.4K | ﹤0.01% | 2939 |
|
|
2021
Q4 | $253K | Buy |
10,278
+2,078
| +25% | +$51.2K | ﹤0.01% | 3007 |
|
|
2021
Q3 | $240K | Buy |
+8,200
| New | +$240K | ﹤0.01% | 3031 |
|
|
2021
Q2 | – | Sell |
-47,992
| Closed | -$1.28M | – | 3321 |
|
|
2021
Q1 | $1.28M | Sell |
47,992
-80,673
| -63% | -$2.15M | ﹤0.01% | 1838 |
|
|
2020
Q4 | $2.86M | Sell |
128,665
-34,924
| -21% | -$775K | 0.01% | 1164 |
|
|
2020
Q3 | $3.15M | Buy |
163,589
+60,207
| +58% | +$1.16M | 0.01% | 975 |
|
|
2020
Q2 | $2.25M | Buy |
103,382
+91,469
| +768% | +$1.99M | 0.01% | 1095 |
|
|
2020
Q1 | $215K | Buy |
+11,913
| New | +$215K | ﹤0.01% | 2396 |
|
|
2019
Q4 | – | Sell |
-21,471
| Closed | -$420K | – | 3029 |
|
|
2019
Q3 | $420K | Sell |
21,471
-102,039
| -83% | -$2M | ﹤0.01% | 2256 |
|
|
2019
Q2 | $3.09M | Buy |
123,510
+51,721
| +72% | +$1.3M | 0.01% | 1058 |
|
|
2019
Q1 | $1.56M | Buy |
71,789
+43,528
| +154% | +$945K | ﹤0.01% | 1387 |
|
|
2018
Q4 | $562K | Sell |
28,261
-38,545
| -58% | -$767K | ﹤0.01% | 1880 |
|
|
2018
Q3 | $1.79M | Buy |
66,806
+39,080
| +141% | +$1.05M | 0.01% | 1319 |
|
|
2018
Q2 | $893K | Buy |
+27,726
| New | +$893K | ﹤0.01% | 1699 |
|