Bright Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Hold |
3,936
| – | – | 0.25% | 36 |
|
|
2025
Q1 | $376K | Hold |
3,936
| – | – | 0.23% | 37 |
|
|
2024
Q4 | $419K | Hold |
3,936
| – | – | 0.26% | 37 |
|
|
2024
Q3 | $315K | Hold |
3,936
| – | – | 0.2% | 43 |
|
|
2024
Q2 | $260K | Buy |
3,936
+406
| +12% | +$26.8K | 0.18% | 41 |
|
|
2024
Q1 | $252K | Buy |
+3,530
| New | +$252K | 0.19% | 41 |
|