HBK Sorce Advisory’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 | $998K | Buy |
|
|||||
|
2025
Q2 | $682K | Buy |
|
|||||
|
2025
Q1 | $564K | Sell |
|
|||||
|
2024
Q4 | $636K | Buy |
|
|||||
|
2024
Q3 | $430K | Sell |
|
|||||
|
2024
Q2 | $465K | Buy |
|
|||||
|
2024
Q1 | $502K | Buy |
|
|||||
|
2023
Q4 | $486K | Sell |
|
|||||
|
2023
Q3 | $347K | Sell |
|
|||||
|
2023
Q2 | $677K | Sell |
|
|||||
|
2023
Q1 | $564K | Sell |
|
|||||
|
2022
Q4 | $827K | Buy |
|
|||||
|
2022
Q3 | $230K | Sell |
|
|||||
|
2022
Q2 | $386K | Buy |
|
|||||
|
2022
Q1 | $585K | Sell |
|
|||||
|
2021
Q4 | $1.76M | Buy |
|
|||||
|
2021
Q3 | $1.64M | Sell |
|
|||||
|
2021
Q2 | $1.85M | Buy |
|
|||||
|
2021
Q1 | $1.39M | Buy |
|
|||||
|
2020
Q4 | $1.33M | Buy |
|
|||||
|
2020
Q3 | $1.08M | Buy |
|
|||||
|
2020
Q2 | $906K | Buy |
|
|||||
|
2020
Q1 | $367K | Buy |
|
|||||
|
2019
Q4 | $289K | Buy |
|
|||||
|
2019
Q3 | $226K | Sell |
|
|||||
|
2019
Q2 | $227K | Sell |
|
|||||
|
2019
Q1 | $369K | Buy |
|