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