Allworth Financial’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
20,417
+6,969
| +52% | +$804K | 0.01% | 447 |
|
|
2025
Q1 | $1.28M | Sell |
13,448
-1,555
| -10% | -$148K | 0.01% | 477 |
|
|
2024
Q4 | $1.6M | Buy |
15,003
+2,134
| +17% | +$227K | 0.01% | 440 |
|
|
2024
Q3 | $1.03M | Buy |
12,869
+68
| +0.5% | +$5.45K | 0.01% | 428 |
|
|
2024
Q2 | $809K | Sell |
12,801
-283
| -2% | -$17.9K | 0.01% | 468 |
|
|
2024
Q1 | $1.01M | Buy |
13,084
+1,672
| +15% | +$129K | 0.01% | 410 |
|
|
2023
Q4 | $889K | Sell |
11,412
-357
| -3% | -$27.8K | 0.01% | 427 |
|
|
2023
Q3 | $642K | Buy |
11,769
+1,569
| +15% | +$85.6K | 0.01% | 434 |
|
|
2023
Q2 | $659K | Buy |
10,200
+47
| +0.5% | +$3.04K | 0.01% | 443 |
|
|
2023
Q1 | $487K | Buy |
10,153
+611
| +6% | +$29.3K | ﹤0.01% | 477 |
|
|
2022
Q4 | $331K | Buy |
9,542
+557
| +6% | +$19.3K | ﹤0.01% | 536 |
|
|
2022
Q3 | $242K | Sell |
8,985
-315
| -3% | -$8.48K | ﹤0.01% | 553 |
|
|
2022
Q2 | $291K | Buy |
9,300
+1,400
| +18% | +$43.8K | ﹤0.01% | 490 |
|
|
2022
Q1 | $534K | Buy |
7,900
+10
| +0.1% | +$676 | 0.01% | 385 |
|
|
2021
Q4 | $1.09M | Hold |
7,890
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $1.07M | Buy |
7,890
+200
| +3% | +$27.1K | 0.02% | 228 |
|
|
2021
Q2 | $1.12M | Sell |
7,690
-1,500
| -16% | -$219K | 0.02% | 179 |
|
|
2021
Q1 | $1.02M | Buy |
9,190
+6,320
| +220% | +$699K | 0.02% | 166 |
|
|
2020
Q4 | $325K | Sell |
2,870
-1,190
| -29% | -$135K | 0.01% | 228 |
|
|
2020
Q3 | $415K | Buy |
4,060
+1,000
| +33% | +$102K | 0.01% | 171 |
|
|
2020
Q2 | $290K | Sell |
3,060
-3,390
| -53% | -$321K | 0.01% | 200 |
|
|
2020
Q1 | $269K | Buy |
+6,450
| New | +$269K | 0.01% | 210 |
|