Jones Financial Companies’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
95,412
+22,379
| +31% | +$2.54M | 0.01% | 348 |
|
|
2025
Q1 | $7.06M | Buy |
73,033
+18,621
| +34% | +$1.8M | 0.01% | 362 |
|
|
2024
Q4 | $5.79M | Buy |
54,412
+13,775
| +34% | +$1.46M | 0.01% | 338 |
|
|
2024
Q3 | $3.22M | Buy |
40,637
+16,472
| +68% | +$1.3M | ﹤0.01% | 361 |
|
|
2024
Q2 | $1.6M | Buy |
24,165
+20,978
| +658% | +$1.39M | ﹤0.01% | 352 |
|
|
2024
Q1 | $246K | Buy |
3,187
+2,828
| +788% | +$218K | ﹤0.01% | 430 |
|
|
2023
Q4 | $28K | Buy |
+359
| New | +$28K | ﹤0.01% | 548 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$24K | – | 588 |
|
|
2023
Q1 | $24K | Sell |
500
-200
| -29% | -$9.59K | ﹤0.01% | 407 |
|
|
2022
Q4 | $24K | Sell |
700
-340
| -33% | -$11.7K | ﹤0.01% | 406 |
|
|
2022
Q3 | $28K | Buy |
+1,040
| New | +$28K | ﹤0.01% | 353 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$8K | – | 856 |
|
|
2020
Q4 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 457 |
|