Bleakley Financial Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.26M Buy
28,304
+12,724
+82% +$1.47M 0.08% 209
2025
Q1
$1.49M Sell
15,580
-2,431
-13% -$232K 0.05% 283
2024
Q4
$1.92M Buy
18,011
+898
+5% +$95.5K 0.06% 264
2024
Q3
$1.37M Buy
17,113
+3,610
+27% +$289K 0.04% 333
2024
Q2
$892K Sell
13,503
-2,812
-17% -$186K 0.03% 446
2024
Q1
$1.26M Buy
16,315
+5,537
+51% +$427K 0.04% 384
2023
Q4
$840K Buy
10,778
+1,681
+18% +$131K 0.03% 443
2023
Q3
$496K Buy
9,097
+1,110
+14% +$60.6K 0.02% 540
2023
Q2
$516K Buy
7,987
+1,154
+17% +$74.5K 0.02% 575
2023
Q1
$328K Buy
6,833
+433
+7% +$20.8K 0.01% 687
2022
Q4
$222K Buy
+6,400
New +$222K 0.01% 770