Financial Advocates Investment Management’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 | – | Sell |
-49,679
| Closed | -$5.73M | – | 495 |
|
|
2025
Q2 | $5.73M | Sell |
49,679
-1,556
| -3% | -$156K | 0.47% | 40 |
|
|
2025
Q1 | $4.89M | Sell |
51,235
-643
| -1% | -$70.1K | 0.34% | 63 |
|
|
2024
Q4 | $5.52M | Sell |
51,878
-1,348
| -3% | -$131K | 0.31% | 68 |
|
|
2024
Q3 | $4.27M | Buy |
53,226
+915
| +2% | +$63.2K | 0.24% | 98 |
|
|
2024
Q2 | $3.46M | Buy |
52,311
+2,188
| +4% | +$145K | 0.21% | 103 |
|
|
2024
Q1 | $3.87M | Buy |
50,123
+1,942
| +4% | +$153K | 0.22% | 102 |
|
|
2023
Q4 | $3.75M | Buy |
48,181
+1,105
| +2% | +$70.6K | 0.25% | 96 |
|
|
2023
Q3 | $2.57M | Buy |
47,076
+1,316
| +3% | +$79.7K | 0.18% | 129 |
|
|
2023
Q2 | $2.96M | Buy |
45,760
+1,401
| +3% | +$79.2K | 0.21% | 120 |
|
|
2023
Q1 | $2.13M | Sell |
44,359
-2,868
| -6% | -$126K | 0.15% | 158 |
|
|
2022
Q4 | $1.64M | Buy |
47,227
+696
| +1% | +$23.8K | 0.12% | 203 |
|
|
2022
Q3 | $1.25M | Buy |
46,531
+3,752
| +9% | +$128K | 0.1% | 212 |
|
|
2022
Q2 | $1.34M | Buy |
42,779
+11,519
| +37% | +$492K | 0.11% | 216 |
|
|
2022
Q1 | $2.11M | Buy |
31,260
+4,480
| +17% | +$368K | 0.14% | 180 |
|
|
2021
Q4 | $3.69M | Sell |
26,780
-4,340
| -14% | -$634K | 0.23% | 106 |
|
|
2021
Q3 | $4.22M | Sell |
31,120
-99,260
| -76% | -$14.9M | 0.28% | 87 |
|
|
2021
Q2 | $6.04M | Buy |
130,380
+98,010
| +303% | +$12.1M | 0.4% | 45 |
|
|
2021
Q1 | $3.58M | Sell |
32,370
-5,710
| -15% | -$690K | 0.25% | 83 |
|
|
2020
Q4 | $4.31M | Sell |
38,080
-1,200
| -3% | -$126K | 0.29% | 79 |
|
|
2020
Q3 | $4.02M | Sell |
39,280
-15,950
| -29% | -$1.59M | 0.34% | 63 |
|
|
2020
Q2 | $5.24M | Buy |
55,230
+18,110
| +49% | +$1.26M | 0.5% | 39 |
|
|
2020
Q1 | $1.55M | Buy |
37,120
+2,170
| +6% | +$97.8K | 0.22% | 125 |
|
|
2019
Q4 | $1.39M | Buy |
34,950
+150
| +0.4% | +$5.07K | 0.15% | 163 |
|
|
2019
Q3 | $1.08M | Sell |
34,800
-450
| -1% | -$15.4K | 0.12% | 176 |
|
|
2019
Q2 | $1.06M | Sell |
35,250
-80
| -0.2% | -$2.08K | 0.12% | 178 |
|
|
2019
Q1 | $730K | Sell |
35,330
-3,400
| -9% | -$60K | 0.09% | 216 |
|
|
2018
Q4 | $536K | Buy |
38,730
+1,550
| +4% | +$21.8K | 0.07% | 237 |
|
|
2018
Q3 | $611K | Buy |
37,180
+2,450
| +7% | +$37.3K | 0.07% | 253 |
|
|
2018
Q2 | $519K | Buy |
34,730
+7,100
| +26% | +$100K | 0.06% | 264 |
|
|
2018
Q1 | $344K | Buy |
27,630
+7,580
| +38% | +$98.1K | 0.04% | 338 |
|
|
2017
Q4 | $203K | Buy |
+20,050
| New | +$205K | 0.03% | 459 |
|
Other funds holding SHOP
Financial Advocates Investment Management's SHOP Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Shopify (SHOP) in Q3 2025, closing a stake of 49,679 shares — an estimated $5.73M sold.
Financial Advocates Investment Management first reported a position in SHOP in Q4 2017 and held it in 31 quarters. The position peaked at $6.04M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Shopify position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 49,679 Shopify shares in Q3 2025, an estimated $5.73M.
- Financial Advocates Investment Management first reported a position in Shopify in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Shopify position peaked at $6.04M in Q2 2021.
- 1,720 funds tracked by Wall St. Rank held Shopify as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.