Larson Financial Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
5,649
+2,423
| +75% | +$279K | 0.03% | 368 |
|
|
2025
Q1 | $308K | Buy |
3,226
+1,105
| +52% | +$106K | 0.01% | 521 |
|
|
2024
Q4 | $226K | Buy |
2,121
+1,315
| +163% | +$140K | 0.01% | 539 |
|
|
2024
Q3 | $64.6K | Sell |
806
-2,433
| -75% | -$195K | ﹤0.01% | 826 |
|
|
2024
Q2 | $214K | Buy |
3,239
+18
| +0.6% | +$1.19K | 0.01% | 443 |
|
|
2024
Q1 | $249K | Buy |
3,221
+2,611
| +428% | +$201K | 0.02% | 347 |
|
|
2023
Q4 | $47.5K | Sell |
610
-3,481
| -85% | -$271K | ﹤0.01% | 661 |
|
|
2023
Q3 | $223K | Sell |
4,091
-2,852
| -41% | -$156K | 0.02% | 300 |
|
|
2023
Q2 | $449K | Sell |
6,943
-797
| -10% | -$51.5K | 0.04% | 207 |
|
|
2023
Q1 | $371K | Buy |
7,740
+1,264
| +20% | +$60.6K | 0.04% | 236 |
|
|
2022
Q4 | $225K | Buy |
6,476
+982
| +18% | +$34.1K | 0.03% | 283 |
|
|
2022
Q3 | $148K | Buy |
5,494
+4,644
| +546% | +$125K | 0.02% | 310 |
|
|
2022
Q2 | $27K | Sell |
850
-1,030
| -55% | -$32.7K | ﹤0.01% | 489 |
|
|
2022
Q1 | $127K | Buy |
1,880
+630
| +50% | +$42.6K | 0.02% | 244 |
|
|
2021
Q4 | $172K | Buy |
1,250
+190
| +18% | +$26.1K | 0.03% | 208 |
|
|
2021
Q3 | $144K | Sell |
1,060
-150
| -12% | -$20.4K | 0.03% | 174 |
|
|
2021
Q2 | $177K | Buy |
1,210
+110
| +10% | +$16.1K | 0.04% | 140 |
|
|
2021
Q1 | $122K | Sell |
1,100
-220
| -17% | -$24.4K | 0.04% | 152 |
|
|
2020
Q4 | $149K | Buy |
1,320
+480
| +57% | +$54.2K | 0.05% | 113 |
|
|
2020
Q3 | $86K | Sell |
840
-1,900
| -69% | -$195K | 0.04% | 141 |
|
|
2020
Q2 | $260K | Sell |
2,740
-170
| -6% | -$16.1K | 0.12% | 83 |
|
|
2020
Q1 | $121K | Sell |
2,910
-1,270
| -30% | -$52.8K | 0.08% | 100 |
|
|
2019
Q4 | $166K | Buy |
4,180
+2,000
| +92% | +$79.4K | 0.1% | 85 |
|
|
2019
Q3 | $68K | Sell |
2,180
-820
| -27% | -$25.6K | 0.04% | 126 |
|
|
2019
Q2 | $90K | Buy |
3,000
+2,500
| +500% | +$75K | 0.07% | 88 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $7K | Buy |
+500
| New | +$7K | 0.01% | 251 |
|