Capital Advisors Inc’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $877K | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $200K | Hold |
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|
2020
Q4 | $205K | Buy |
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