IFP Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.51M | Buy |
21,750
+11,568
| +114% | +$1.33M | 0.07% | 306 |
|
2025
Q1 | $972K | Sell |
10,182
-12,747
| -56% | -$1.22M | 0.03% | 559 |
|
2024
Q4 | $2.44M | Buy |
22,929
+3,045
| +15% | +$324K | 0.08% | 283 |
|
2024
Q3 | $1.59M | Buy |
19,884
+11,074
| +126% | +$887K | 0.06% | 355 |
|
2024
Q2 | $582K | Sell |
8,810
-8,372
| -49% | -$553K | 0.02% | 609 |
|
2024
Q1 | $1.33M | Sell |
17,182
-11,202
| -39% | -$864K | 0.06% | 346 |
|
2023
Q4 | $2.21M | Buy |
28,384
+20,152
| +245% | +$1.57M | 0.1% | 217 |
|
2023
Q3 | $449K | Buy |
8,232
+1,759
| +27% | +$96K | 0.02% | 637 |
|
2023
Q2 | $418K | Buy |
6,473
+2,329
| +56% | +$150K | 0.02% | 712 |
|
2023
Q1 | $625K | Sell |
4,144
-6,122
| -60% | -$923K | 0.03% | 523 |
|
2022
Q4 | $1.57M | Sell |
10,266
-686
| -6% | -$105K | 0.04% | 447 |
|
2022
Q3 | $1.68M | Buy |
10,952
+4,051
| +59% | +$620K | 0.04% | 461 |
|
2022
Q2 | $1.08M | Sell |
6,901
-62,109
| -90% | -$9.68M | 0.03% | 561 |
|
2022
Q1 | $1.08M | Buy |
69,010
+65,940
| +2,148% | +$1.03M | 0.03% | 561 |
|
2021
Q4 | $427K | Sell |
3,070
-1,390
| -31% | -$193K | 0.01% | 643 |
|
2021
Q3 | $605K | Buy |
4,460
+570
| +15% | +$77.3K | 0.01% | 512 |
|
2021
Q2 | $564K | Sell |
3,890
-490
| -11% | -$71K | 0.01% | 513 |
|
2021
Q1 | $479K | Sell |
4,380
-40
| -0.9% | -$4.37K | 0.01% | 535 |
|
2020
Q4 | $491K | Buy |
4,420
+1,520
| +52% | +$169K | 0.02% | 511 |
|
2020
Q3 | $293K | Sell |
2,900
-3,180
| -52% | -$321K | 0.02% | 581 |
|
2020
Q2 | $561K | Sell |
6,080
-830
| -12% | -$76.6K | 0.04% | 389 |
|
2020
Q1 | $308K | Sell |
6,910
-1,710
| -20% | -$76.2K | 0.03% | 448 |
|
2019
Q4 | $349K | Buy |
8,620
+540
| +7% | +$21.9K | 0.03% | 503 |
|
2019
Q3 | $247K | Buy |
+8,080
| New | +$247K | 0.02% | 703 |
|
2019
Q1 | $155K | Sell |
7,430
-17,150
| -70% | -$358K | 0.02% | 541 |
|
2018
Q4 | $328K | Buy |
24,580
+3,650
| +17% | +$48.7K | 0.02% | 676 |
|
2018
Q3 | $344K | Buy |
20,930
+2,290
| +12% | +$37.6K | 0.01% | 820 |
|
2018
Q2 | $272K | Buy |
18,640
+10,270
| +123% | +$150K | 0.01% | 913 |
|
2018
Q1 | $85K | Hold |
8,370
| – | – | ﹤0.01% | 1483 |
|
2017
Q4 | $85K | Sell |
8,370
-34,970
| -81% | -$355K | ﹤0.01% | 1481 |
|
2017
Q3 | $505K | Sell |
43,340
-2,720
| -6% | -$31.7K | 0.02% | 691 |
|
2017
Q2 | $400K | Buy |
46,060
+33,310
| +261% | +$289K | 0.02% | 773 |
|
2017
Q1 | $87K | Sell |
12,750
-10,530
| -45% | -$71.9K | ﹤0.01% | 1566 |
|
2016
Q4 | $100K | Buy |
23,280
+2,200
| +10% | +$9.45K | ﹤0.01% | 1448 |
|
2016
Q3 | $90K | Buy |
21,080
+20,080
| +2,008% | +$85.7K | ﹤0.01% | 1428 |
|
2016
Q2 | $3K | Sell |
1,000
-6,430
| -87% | -$19.3K | ﹤0.01% | 3353 |
|
2016
Q1 | $155K | Buy |
+7,430
| New | +$155K | 0.02% | 541 |
|