Colonial Trust 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 | $64.6K | Hold |
560
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $53.5K | Buy |
560
+300
| +115% | +$28.6K | ﹤0.01% | 327 |
|
|
2024
Q4 | $27.6K | Sell |
260
-275
| -51% | -$29.2K | ﹤0.01% | 380 |
|
|
2024
Q3 | $42.9K | Sell |
535
-200
| -27% | -$16K | ﹤0.01% | 353 |
|
|
2024
Q2 | $48.5K | Sell |
735
-46
| -6% | -$3.04K | ﹤0.01% | 325 |
|
|
2024
Q1 | $60.3K | Buy |
781
+661
| +551% | +$51K | 0.01% | 303 |
|
|
2023
Q4 | $9.35K | Sell |
120
-200
| -63% | -$15.6K | ﹤0.01% | 517 |
|
|
2023
Q3 | $17.5K | Buy |
320
+50
| +19% | +$2.73K | ﹤0.01% | 436 |
|
|
2023
Q2 | $17.4K | Buy |
270
+220
| +440% | +$14.2K | ﹤0.01% | 455 |
|
|
2023
Q1 | $2.4K | Buy |
+50
| New | +$2.4K | ﹤0.01% | 710 |
|