Greenleaf Trust’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
3,985
-161
| -4% | -$18.6K | ﹤0.01% | 509 |
|
|
2025
Q1 | $396K | Buy |
4,146
+208
| +5% | +$19.9K | ﹤0.01% | 560 |
|
|
2024
Q4 | $419K | Buy |
3,938
+183
| +5% | +$19.5K | ﹤0.01% | 553 |
|
|
2024
Q3 | $301K | Buy |
+3,755
| New | +$301K | ﹤0.01% | 663 |
|
|
2024
Q2 | – | Sell |
-6,156
| Closed | -$475K | – | 823 |
|
|
2024
Q1 | $475K | Buy |
+6,156
| New | +$475K | ﹤0.01% | 492 |
|
|
2023
Q2 | – | Sell |
-4,351
| Closed | -$209K | – | 798 |
|
|
2023
Q1 | $209K | Buy |
+4,351
| New | +$209K | ﹤0.01% | 718 |
|
|
2022
Q1 | – | Sell |
-3,600
| Closed | -$496K | – | 798 |
|
|
2021
Q4 | $496K | Sell |
3,600
-120
| -3% | -$16.5K | 0.01% | 418 |
|
|
2021
Q3 | $504K | Sell |
3,720
-180
| -5% | -$24.4K | 0.01% | 390 |
|
|
2021
Q2 | $570K | Buy |
3,900
+150
| +4% | +$21.9K | 0.01% | 365 |
|
|
2021
Q1 | $415K | Buy |
+3,750
| New | +$415K | 0.01% | 435 |
|