Key Financial Inc’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7K | Hold |
344
| – | – | 0.01% | 547 |
|
|
2025
Q1 | $32.8K | Hold |
344
| – | – | 0.01% | 555 |
|
|
2024
Q4 | $36.6K | Buy |
344
+24
| +8% | +$2.55K | 0.01% | 532 |
|
|
2024
Q3 | $25.6K | Hold |
320
| – | – | 0.01% | 597 |
|
|
2024
Q2 | $21.1K | Hold |
320
| – | – | 0.01% | 628 |
|
|
2024
Q1 | $24.7K | Hold |
320
| – | – | 0.01% | 571 |
|
|
2023
Q4 | $24.9K | Hold |
320
| – | – | 0.01% | 549 |
|
|
2023
Q3 | $17.5K | Hold |
320
| – | – | 0.01% | 593 |
|
|
2023
Q2 | $20.7K | Buy |
320
+100
| +45% | +$6.46K | 0.01% | 570 |
|
|
2023
Q1 | $10.5K | Buy |
220
+150
| +214% | +$7.19K | ﹤0.01% | 666 |
|
|
2022
Q4 | $1.89K | Hold |
70
| – | – | ﹤0.01% | 961 |
|
|
2022
Q3 | $2K | Sell |
70
-200
| -74% | -$5.71K | ﹤0.01% | 972 |
|
|
2022
Q2 | $8K | Sell |
270
-440
| -62% | -$13K | ﹤0.01% | 697 |
|
|
2022
Q1 | $48K | Buy |
710
+440
| +163% | +$29.7K | 0.02% | 367 |
|
|
2021
Q4 | $37K | Hold |
270
| – | – | 0.02% | 389 |
|
|
2021
Q3 | $37K | Hold |
270
| – | – | 0.02% | 383 |
|
|
2021
Q2 | $41K | Buy |
270
+200
| +286% | +$30.4K | 0.02% | 378 |
|
|
2021
Q1 | $8K | Hold |
70
| – | – | 0.01% | 532 |
|
|
2020
Q4 | $8K | Buy |
+70
| New | +$8K | 0.01% | 494 |
|
|
2020
Q2 | – | Sell |
-780
| Closed | -$34K | – | 528 |
|
|
2020
Q1 | $34K | Buy |
+780
| New | +$34K | 0.03% | 262 |
|