LFA
Legacy Financial Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
10,790
-64
| -0.6% | -$7.38K | 0.19% | 85 |
|
|
2025
Q1 | $1.04M | Sell |
10,854
-346
| -3% | -$33K | 0.17% | 102 |
|
|
2024
Q4 | $1.19M | Buy |
11,200
+749
| +7% | +$79.6K | 0.2% | 84 |
|
|
2024
Q3 | $838K | Buy |
10,451
+163
| +2% | +$13.1K | 0.14% | 120 |
|
|
2024
Q2 | $680K | Buy |
10,288
+1,324
| +15% | +$87.5K | 0.12% | 142 |
|
|
2024
Q1 | $692K | Buy |
8,964
+247
| +3% | +$19.1K | 0.12% | 137 |
|
|
2023
Q4 | $679K | Buy |
8,717
+62
| +0.7% | +$4.83K | 0.13% | 121 |
|
|
2023
Q3 | $472K | Buy |
8,655
+2,834
| +49% | +$155K | 0.09% | 143 |
|
|
2023
Q2 | $376K | Buy |
5,821
+194
| +3% | +$12.5K | 0.07% | 173 |
|
|
2023
Q1 | $270K | Buy |
+5,627
| New | +$270K | 0.06% | 202 |
|