Financial Advocates Investment 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 | $5.73M | Sell |
49,679
-1,556
| -3% | -$179K | 0.47% | 40 |
|
2025
Q1 | $4.89M | Sell |
51,235
-643
| -1% | -$61.4K | 0.34% | 63 |
|
2024
Q4 | $5.52M | Sell |
51,878
-1,348
| -3% | -$143K | 0.31% | 68 |
|
2024
Q3 | $4.27M | Buy |
53,226
+915
| +2% | +$73.3K | 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% | +$150K | 0.22% | 102 |
|
2023
Q4 | $3.75M | Buy |
48,181
+1,105
| +2% | +$86.1K | 0.25% | 96 |
|
2023
Q3 | $2.57M | Buy |
47,076
+1,316
| +3% | +$71.8K | 0.18% | 128 |
|
2023
Q2 | $2.96M | Buy |
45,760
+1,401
| +3% | +$90.5K | 0.21% | 119 |
|
2023
Q1 | $2.13M | Sell |
44,359
-2,868
| -6% | -$137K | 0.15% | 153 |
|
2022
Q4 | $1.64M | Buy |
47,227
+696
| +1% | +$24.2K | 0.12% | 200 |
|
2022
Q3 | $1.25M | Buy |
46,531
+3,752
| +9% | +$101K | 0.1% | 209 |
|
2022
Q2 | $1.34M | Buy |
42,779
+11,519
| +37% | +$360K | 0.11% | 216 |
|
2022
Q1 | $2.11M | Buy |
31,260
+4,480
| +17% | +$303K | 0.14% | 180 |
|
2021
Q4 | $3.69M | Sell |
26,780
-4,340
| -14% | -$598K | 0.23% | 101 |
|
2021
Q3 | $4.22M | Sell |
31,120
-99,260
| -76% | -$13.5M | 0.28% | 86 |
|
2021
Q2 | $6.04M | Buy |
130,380
+98,010
| +303% | +$4.54M | 0.4% | 42 |
|
2021
Q1 | $3.58M | Sell |
32,370
-5,710
| -15% | -$632K | 0.25% | 80 |
|
2020
Q4 | $4.31M | Sell |
38,080
-1,200
| -3% | -$136K | 0.29% | 78 |
|
2020
Q3 | $4.02M | Sell |
39,280
-15,950
| -29% | -$1.63M | 0.34% | 62 |
|
2020
Q2 | $5.24M | Buy |
55,230
+18,110
| +49% | +$1.72M | 0.5% | 35 |
|
2020
Q1 | $1.55M | Buy |
37,120
+2,170
| +6% | +$90.5K | 0.22% | 124 |
|
2019
Q4 | $1.39M | Buy |
34,950
+150
| +0.4% | +$5.97K | 0.15% | 162 |
|
2019
Q3 | $1.09M | Sell |
34,800
-450
| -1% | -$14K | 0.12% | 175 |
|
2019
Q2 | $1.06M | Sell |
35,250
-80
| -0.2% | -$2.4K | 0.12% | 177 |
|
2019
Q1 | $730K | Sell |
35,330
-3,400
| -9% | -$70.3K | 0.09% | 215 |
|
2018
Q4 | $536K | Buy |
38,730
+1,550
| +4% | +$21.5K | 0.07% | 237 |
|
2018
Q3 | $611K | Buy |
37,180
+2,450
| +7% | +$40.3K | 0.07% | 253 |
|
2018
Q2 | $519K | Buy |
34,730
+7,100
| +26% | +$106K | 0.06% | 264 |
|
2018
Q1 | $344K | Buy |
27,630
+7,580
| +38% | +$94.4K | 0.04% | 338 |
|
2017
Q4 | $203K | Buy |
+20,050
| New | +$203K | 0.03% | 458 |
|