Oxford Financial Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $372K | Sell |
|
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $452K | Buy |
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