Leeward Financial Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
2,300
-71
| -3% | -$8.19K | 0.08% | 89 |
|
|
2025
Q1 | $226K | Sell |
2,371
-527
| -18% | -$50.3K | 0.08% | 80 |
|
|
2024
Q4 | $308K | Sell |
2,898
-130
| -4% | -$13.8K | 0.11% | 73 |
|
|
2024
Q3 | $243K | Sell |
3,028
-39
| -1% | -$3.13K | 0.09% | 78 |
|
|
2024
Q2 | $203K | Buy |
3,067
+72
| +2% | +$4.76K | 0.08% | 81 |
|
|
2024
Q1 | $231K | Sell |
2,995
-1,372
| -31% | -$106K | 0.1% | 83 |
|
|
2023
Q4 | $340K | Sell |
4,367
-552
| -11% | -$43K | 0.16% | 66 |
|
|
2023
Q3 | $268K | Buy |
+4,919
| New | +$268K | 0.15% | 68 |
|
|
2022
Q4 | – | Sell |
-8,181
| Closed | -$220K | – | 69 |
|
|
2022
Q3 | $220K | Buy |
+8,181
| New | +$220K | 0.16% | 62 |
|
|
2022
Q2 | – | Sell |
-3,910
| Closed | -$264K | – | 76 |
|
|
2022
Q1 | $264K | Buy |
+3,910
| New | +$264K | 0.16% | 64 |
|