Nations Financial Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Sell
5,103
-136
-3% -$15.7K 0.04% 414
2025
Q1
$500K Buy
5,239
+284
+6% +$27.1K 0.04% 424
2024
Q4
$527K Buy
4,955
+199
+4% +$21.2K 0.04% 422
2024
Q3
$381K Buy
4,756
+209
+5% +$16.7K 0.03% 511
2024
Q2
$300K Sell
4,547
-2
-0% -$132 0.02% 537
2024
Q1
$351K Sell
4,549
-290
-6% -$22.4K 0.03% 501
2023
Q4
$377K Buy
4,839
+150
+3% +$11.7K 0.03% 467
2023
Q3
$256K Buy
4,689
+299
+7% +$16.3K 0.03% 527
2023
Q2
$284K Buy
4,390
+150
+4% +$9.69K 0.03% 515
2023
Q1
$203K Buy
+4,240
New +$203K 0.02% 577
2022
Q1
Sell
-3,330
Closed -$459K 560
2021
Q4
$459K Buy
3,330
+200
+6% +$27.6K 0.06% 305
2021
Q3
$424K Buy
3,130
+250
+9% +$33.9K 0.06% 292
2021
Q2
$421K Buy
2,880
+20
+0.7% +$2.92K 0.07% 281
2021
Q1
$316K Buy
2,860
+880
+44% +$97.2K 0.07% 275
2020
Q4
$224K Sell
1,980
-300
-13% -$33.9K 0.06% 302
2020
Q3
$233K Buy
+2,280
New +$233K 0.07% 258