Fiduciary Alliance’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
22,648
+6,202
| +38% | +$715K | 0.19% | 115 |
|
|
2025
Q1 | $1.57M | Buy |
16,446
+2,581
| +19% | +$246K | 0.15% | 130 |
|
|
2024
Q4 | $1.47M | Buy |
13,865
+1,615
| +13% | +$172K | 0.15% | 129 |
|
|
2024
Q3 | $982K | Buy |
12,250
+1,519
| +14% | +$122K | 0.13% | 109 |
|
|
2024
Q2 | $709K | Buy |
10,731
+4,174
| +64% | +$276K | 0.12% | 103 |
|
|
2024
Q1 | $513K | Buy |
6,557
+3,690
| +129% | +$289K | 0.09% | 122 |
|
|
2023
Q4 | $223K | Buy |
+2,867
| New | +$223K | 0.04% | 169 |
|
|
2023
Q3 | – | Sell |
-2,517
| Closed | -$163K | – | 806 |
|
|
2023
Q2 | $163K | Buy |
+2,517
| New | +$163K | 0.03% | 163 |
|
|
2023
Q1 | – | Sell |
-380
| Closed | -$13.2K | – | 736 |
|
|
2022
Q4 | $13.2K | Buy |
+380
| New | +$13.2K | ﹤0.01% | 363 |
|