Legacy Capital Group California’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
+12,741
New +$1.47M 0.41% 48
2024
Q3
Sell
-8,777
Closed -$580K 344
2024
Q2
$580K Sell
8,777
-13,409
-60% -$886K 0.21% 142
2024
Q1
$1.71M Sell
22,186
-566
-2% -$43.7K 0.63% 27
2023
Q4
$1.77M Buy
22,752
+13,930
+158% +$1.09M 0.69% 22
2023
Q3
$481K Sell
8,822
-299
-3% -$16.3K 0.21% 150
2023
Q2
$589K Buy
+9,121
New +$589K 0.24% 121