Freestone Capital Holdings’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
2,092
-159
| -7% | -$18.3K | 0.01% | 395 |
|
|
2025
Q1 | $215K | Sell |
2,251
-186
| -8% | -$17.8K | 0.01% | 404 |
|
|
2024
Q4 | $259K | Buy |
+2,437
| New | +$259K | 0.01% | 366 |
|
|
2021
Q3 | – | Sell |
-1,600
| Closed | -$234K | – | 438 |
|
|
2021
Q2 | $234K | Buy |
+1,600
| New | +$234K | 0.01% | 377 |
|
|
2021
Q1 | – | Sell |
-880
| Closed | -$99.6K | – | 994 |
|
|
2020
Q4 | $99.6K | Sell |
880
-180
| -17% | -$20.4K | 0.01% | 434 |
|
|
2020
Q3 | $108K | Buy |
+1,060
| New | +$108K | 0.01% | 394 |
|