Lido 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 | $8.67M | Buy |
75,131
+29,182
| +64% | +$3.37M | 0.03% | 257 |
|
2025
Q1 | $4.39M | Buy |
45,949
+20,723
| +82% | +$1.98M | 0.02% | 352 |
|
2024
Q4 | $2.68M | Buy |
25,226
+2,779
| +12% | +$295K | 0.01% | 423 |
|
2024
Q3 | $1.8M | Buy |
22,447
+2,427
| +12% | +$195K | 0.01% | 459 |
|
2024
Q2 | $1.32M | Sell |
20,020
-313
| -2% | -$20.7K | 0.01% | 518 |
|
2024
Q1 | $1.57M | Buy |
20,333
+356
| +2% | +$27.5K | 0.01% | 461 |
|
2023
Q4 | $1.56M | Sell |
19,977
-4,307
| -18% | -$336K | 0.01% | 436 |
|
2023
Q3 | $1.33M | Buy |
24,284
+436
| +2% | +$23.8K | 0.01% | 429 |
|
2023
Q2 | $1.54M | Buy |
23,848
+6,189
| +35% | +$400K | 0.01% | 389 |
|
2023
Q1 | $847K | Sell |
17,659
-1,543
| -8% | -$74K | 0.01% | 473 |
|
2022
Q4 | $667K | Sell |
19,202
-10,968
| -36% | -$381K | 0.01% | 448 |
|
2022
Q3 | $812K | Buy |
30,170
+3,331
| +12% | +$89.7K | 0.01% | 377 |
|
2022
Q2 | $838K | Buy |
26,839
+3,469
| +15% | +$108K | 0.01% | 349 |
|
2022
Q1 | $1.58M | Buy |
23,370
+4,900
| +27% | +$331K | 0.02% | 266 |
|
2021
Q4 | $2.54M | Sell |
18,470
-2,770
| -13% | -$382K | 0.03% | 213 |
|
2021
Q3 | $2.88M | Buy |
21,240
+2,180
| +11% | +$295K | 0.04% | 193 |
|
2021
Q2 | $2.79M | Sell |
19,060
-1,610
| -8% | -$235K | 0.04% | 187 |
|
2021
Q1 | $2.29M | Buy |
20,670
+1,520
| +8% | +$168K | 0.04% | 187 |
|
2020
Q4 | $2.17M | Buy |
19,150
+7,100
| +59% | +$804K | 0.05% | 187 |
|
2020
Q3 | $1.23M | Buy |
12,050
+1,170
| +11% | +$120K | 0.03% | 201 |
|
2020
Q2 | $1.03M | Sell |
10,880
-4,490
| -29% | -$426K | 0.03% | 213 |
|
2020
Q1 | $641K | Sell |
15,370
-1,050
| -6% | -$43.8K | 0.03% | 254 |
|
2019
Q4 | $653K | Buy |
16,420
+100
| +0.6% | +$3.98K | 0.03% | 288 |
|
2019
Q3 | $509K | Buy |
16,320
+5,030
| +45% | +$157K | 0.03% | 283 |
|
2019
Q2 | $338K | Sell |
11,290
-440
| -4% | -$13.2K | 0.02% | 358 |
|
2019
Q1 | $242K | Buy |
+11,730
| New | +$242K | 0.02% | 408 |
|
2018
Q3 | – | Sell |
-60,660
| Closed | -$884K | – | 447 |
|
2018
Q2 | $884K | Sell |
60,660
-16,090
| -21% | -$234K | 0.1% | 119 |
|
2018
Q1 | $956K | Buy |
+76,750
| New | +$956K | 0.13% | 99 |
|