Lake Street Private Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
5,810
-345
| -6% | -$39.8K | 0.1% | 129 |
|
|
2025
Q1 | $594K | Sell |
6,155
-355
| -5% | -$34.3K | 0.1% | 138 |
|
|
2024
Q4 | $692K | Sell |
6,510
-1,100
| -14% | -$117K | 0.11% | 123 |
|
|
2024
Q3 | $610K | Sell |
7,610
-1,465
| -16% | -$117K | 0.1% | 145 |
|
|
2024
Q2 | $599K | Sell |
9,075
-600
| -6% | -$39.6K | 0.08% | 200 |
|
|
2024
Q1 | $747K | Buy |
9,675
+1,705
| +21% | +$132K | 0.1% | 177 |
|
|
2023
Q4 | $621K | Sell |
7,970
-175
| -2% | -$13.6K | 0.1% | 185 |
|
|
2023
Q3 | $433K | Sell |
8,145
-75
| -0.9% | -$3.99K | 0.08% | 198 |
|
|
2023
Q2 | $531K | Sell |
8,220
-1,135
| -12% | -$73.3K | 0.09% | 180 |
|
|
2023
Q1 | $448K | Sell |
9,355
-2,190
| -19% | -$105K | 0.08% | 192 |
|
|
2022
Q4 | $401K | Sell |
11,545
-3,220
| -22% | -$112K | 0.08% | 192 |
|
|
2022
Q3 | $398K | Sell |
14,765
-6,455
| -30% | -$174K | 0.09% | 186 |
|
|
2022
Q2 | $663K | Buy |
21,220
+4,590
| +28% | +$143K | 0.14% | 139 |
|
|
2022
Q1 | $1.12M | Buy |
16,630
+5,360
| +48% | +$362K | 0.2% | 119 |
|
|
2021
Q4 | $1.55M | Buy |
11,270
+5,450
| +94% | +$751K | 0.27% | 95 |
|
|
2021
Q3 | $789K | Sell |
5,820
-10
| -0.2% | -$1.36K | 0.19% | 115 |
|
|
2021
Q2 | $850K | Buy |
5,830
+560
| +11% | +$81.6K | 0.22% | 111 |
|
|
2021
Q1 | $583K | Sell |
5,270
-120
| -2% | -$13.3K | 0.16% | 129 |
|
|
2020
Q4 | $610K | Buy |
5,390
+1,270
| +31% | +$144K | 0.18% | 119 |
|
|
2020
Q3 | $421K | Buy |
4,120
+1,530
| +59% | +$156K | 0.14% | 123 |
|
|
2020
Q2 | $245K | Buy |
+2,590
| New | +$245K | 0.09% | 141 |
|