Nadler Financial Group’s Shopify SHOP Stock Holding History

Nadler Financial Group’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$801K	Buy	6,940 +2	+0%	+$231	0.08%	55
2025 Q1	$662K	Sell	6,938 -324	-4%	-$30.9K	0.07%	62
2024 Q4	$772K	Buy	7,262 +239	+3%	+$25.4K	0.08%	55
2024 Q3	$563K	Hold	7,023	–	–	0.06%	64
2024 Q2	$464K	Hold	7,023	–	–	0.05%	69
2024 Q1	$542K	Hold	7,023	–	–	0.07%	62
2023 Q4	$547K	Hold	7,023	–	–	0.07%	57
2023 Q3	$383K	Hold	7,023	–	–	0.06%	69
2023 Q2	$454K	Sell	7,023 -100	-1%	-$6.46K	0.07%	61
2023 Q1	$341K	Buy	7,123 +113	+2%	+$5.42K	0.05%	77
2022 Q4	$243K	Buy	+7,010	New	+$243K	0.04%	94
2022 Q3	–	Sell	-7,050	Closed	-$220K	–	108
2022 Q2	$220K	Hold	7,050	–	–	0.04%	97
2022 Q1	$477K	Sell	7,050 -13,700	-66%	-$927K	0.07%	68
2021 Q4	$2.86M	Buy	20,750 +160	+0.8%	+$22K	0.42%	31
2021 Q3	$2.79M	Sell	20,590 -50	-0.2%	-$6.78K	0.46%	29
2021 Q2	$3.02M	Sell	20,640 -1,480	-7%	-$216K	0.49%	28
2021 Q1	$2.45M	Sell	22,120 -380	-2%	-$42.1K	0.44%	30
2020 Q4	$2.55M	Sell	22,500 -17,260	-43%	-$1.95M	0.49%	28
2020 Q3	$4.07M	Buy	39,760 +20	+0.1%	+$2.05K	0.9%	20
2020 Q2	$3.77M	Sell	39,740 -310	-0.8%	-$29.4K	0.94%	20
2020 Q1	$1.67M	Buy	40,050 +1,090	+3%	+$45.5K	0.51%	23
2019 Q4	$1.55M	Sell	38,960 -400	-1%	-$15.9K	0.38%	26
2019 Q3	$1.23M	Sell	39,360 -490	-1%	-$15.3K	0.34%	29
2019 Q2	$1.2M	Buy	39,850 +460	+1%	+$13.8K	0.35%	28
2019 Q1	$814K	Sell	39,390 -1,240	-3%	-$25.6K	0.26%	38
2018 Q4	$563K	Hold	40,630	–	–	0.18%	44
2018 Q3	$668K	Hold	40,630	–	–	0.18%	45
2018 Q2	$593K	Buy	40,630 +20,850	+105%	+$304K	0.17%	46
2018 Q1	$246K	Sell	19,780 -15,060	-43%	-$187K	0.08%	73
2017 Q4	$352K	Buy	34,840 +4,160	+14%	+$42K	0.11%	61
2017 Q3	$357K	Buy	30,680 +350	+1%	+$4.07K	0.12%	54
2017 Q2	$264K	Buy	30,330 +280	+0.9%	+$2.44K	0.09%	67
2017 Q1	$205K	Buy	+30,050	New	+$205K	0.07%	77