Independent Advisor Alliance’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
23,101
-5,109
| -18% | -$589K | 0.08% | 220 |
|
|
2025
Q1 | $2.69M | Sell |
28,210
-704
| -2% | -$67.2K | 0.09% | 210 |
|
|
2024
Q4 | $3.07M | Sell |
28,914
-1,430
| -5% | -$152K | 0.04% | 397 |
|
|
2024
Q3 | $2.43M | Sell |
30,344
-345
| -1% | -$27.6K | 0.09% | 192 |
|
|
2024
Q2 | $2.03M | Buy |
30,689
+2,282
| +8% | +$151K | 0.07% | 219 |
|
|
2024
Q1 | $2.19M | Sell |
28,407
-2,803
| -9% | -$216K | 0.08% | 204 |
|
|
2023
Q4 | $2.43M | Buy |
31,210
+3,204
| +11% | +$250K | 0.09% | 187 |
|
|
2023
Q3 | $1.53M | Sell |
28,006
-26,458
| -49% | -$1.44M | 0.07% | 232 |
|
|
2023
Q2 | $3.52M | Buy |
54,464
+24,899
| +84% | +$1.61M | 0.16% | 127 |
|
|
2023
Q1 | $1.42M | Buy |
29,565
+267
| +0.9% | +$12.8K | 0.07% | 239 |
|
|
2022
Q4 | $1.02K | Buy |
29,298
+920
| +3% | +$32 | ﹤0.01% | 298 |
|
|
2022
Q3 | $765K | Buy |
28,378
+3,812
| +16% | +$103K | 0.04% | 294 |
|
|
2022
Q2 | $767K | Sell |
24,566
-9,454
| -28% | -$295K | 0.04% | 311 |
|
|
2022
Q1 | $2.3M | Sell |
34,020
-3,620
| -10% | -$245K | 0.11% | 162 |
|
|
2021
Q4 | $5.18M | Sell |
37,640
-970
| -3% | -$134K | 0.26% | 83 |
|
|
2021
Q3 | $5.24M | Buy |
38,610
+630
| +2% | +$85.4K | 0.29% | 81 |
|
|
2021
Q2 | $5.55M | Buy |
37,980
+490
| +1% | +$71.6K | 0.3% | 85 |
|
|
2021
Q1 | $4.15M | Buy |
37,490
+9,040
| +32% | +$1M | 0.25% | 100 |
|
|
2020
Q4 | $3.22M | Sell |
28,450
-1,730
| -6% | -$196K | 0.22% | 102 |
|
|
2020
Q3 | $3.09M | Buy |
30,180
+1,380
| +5% | +$141K | 0.23% | 94 |
|
|
2020
Q2 | $2.77M | Buy |
28,800
+6,050
| +27% | +$583K | 0.3% | 71 |
|
|
2020
Q1 | $949K | Buy |
22,750
+3,600
| +19% | +$150K | 0.14% | 128 |
|
|
2019
Q4 | $761K | Buy |
19,150
+170
| +0.9% | +$6.76K | 0.03% | 435 |
|
|
2019
Q3 | $592K | Buy |
18,980
+1,280
| +7% | +$39.9K | 0.07% | 228 |
|
|
2019
Q2 | $531K | Sell |
17,700
-370
| -2% | -$11.1K | 0.08% | 215 |
|
|
2019
Q1 | $373K | Buy |
18,070
+150
| +0.8% | +$3.1K | 0.05% | 269 |
|
|
2018
Q4 | $248K | Buy |
+17,920
| New | +$248K | 0.04% | 324 |
|