L.J. Altfest & Co’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
3,348
-149
| -4% | -$17.2K | 0.05% | 250 |
|
|
2025
Q1 | $334K | Buy |
3,497
+1,026
| +42% | +$98K | 0.04% | 257 |
|
|
2024
Q4 | $263K | Buy |
+2,471
| New | +$263K | 0.03% | 285 |
|
|
2024
Q3 | – | Sell |
-11,119
| Closed | -$734K | – | 365 |
|
|
2024
Q2 | $734K | Buy |
+11,119
| New | +$734K | 0.1% | 143 |
|