Lantern Wealth Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Buy
+6,950
New +$802K 0.48% 59
2024
Q4
$739K Hold
6,950
0.48% 53
2024
Q3
$557K Buy
6,950
+1,000
+17% +$80.1K 0.39% 70
2024
Q2
$393K Buy
+5,950
New +$393K 0.29% 81