Dakota Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
10,829
+2,316
| +27% | +$267K | 0.03% | 348 |
|
|
2025
Q1 | $813K | Sell |
8,513
-218
| -2% | -$20.8K | 0.02% | 412 |
|
|
2024
Q4 | $928K | Sell |
8,731
-185
| -2% | -$19.7K | 0.02% | 379 |
|
|
2024
Q3 | $715K | Buy |
8,916
+1,157
| +15% | +$92.7K | 0.02% | 430 |
|
|
2024
Q2 | $512K | Buy |
7,759
+2,152
| +38% | +$142K | 0.01% | 501 |
|
|
2024
Q1 | $433K | Buy |
5,607
+1,449
| +35% | +$112K | 0.01% | 526 |
|
|
2023
Q4 | $324K | Buy |
+4,158
| New | +$324K | 0.01% | 498 |
|
|
2023
Q3 | – | Sell |
-3,564
| Closed | -$230K | – | 690 |
|
|
2023
Q2 | $230K | Buy |
+3,564
| New | +$230K | 0.01% | 552 |
|
|
2022
Q4 | – | Sell |
-9,860
| Closed | -$266K | – | 619 |
|
|
2022
Q3 | $266K | Sell |
9,860
-7,300
| -43% | -$197K | 0.02% | 441 |
|
|
2022
Q2 | $536K | Buy |
17,160
+4,590
| +37% | +$143K | 0.05% | 268 |
|
|
2022
Q1 | $850K | Sell |
12,570
-4,530
| -26% | -$306K | 0.07% | 211 |
|
|
2021
Q4 | $2.36M | Buy |
17,100
+6,260
| +58% | +$862K | 0.25% | 106 |
|
|
2021
Q3 | $1.47M | Buy |
10,840
+3,280
| +43% | +$445K | 0.17% | 133 |
|
|
2021
Q2 | $1.11M | Sell |
7,560
-40
| -0.5% | -$5.85K | 0.13% | 146 |
|
|
2021
Q1 | $841K | Sell |
7,600
-990
| -12% | -$110K | 0.11% | 160 |
|
|
2020
Q4 | $972K | Buy |
8,590
+1,150
| +15% | +$130K | 0.13% | 147 |
|
|
2020
Q3 | $761K | Buy |
7,440
+3,430
| +86% | +$351K | 0.12% | 125 |
|
|
2020
Q2 | $381K | Sell |
4,010
-880
| -18% | -$83.6K | 0.07% | 190 |
|
|
2020
Q1 | $204K | Buy |
+4,890
| New | +$204K | 0.04% | 230 |
|