Oxford 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 | $392K | Sell |
3,397
-495
| -13% | -$57.1K | 0.02% | 152 |
|
|
2025
Q1 | $372K | Buy |
3,892
+56
| +1% | +$5.35K | 0.03% | 153 |
|
|
2024
Q4 | $408K | Sell |
3,836
-804
| -17% | -$85.5K | 0.03% | 172 |
|
|
2024
Q3 | $372K | Sell |
4,640
-336
| -7% | -$26.9K | 0.02% | 178 |
|
|
2024
Q2 | $329K | Buy |
4,976
+986
| +25% | +$65.1K | 0.02% | 205 |
|
|
2024
Q1 | $308K | Sell |
3,990
-200
| -5% | -$15.4K | 0.02% | 178 |
|
|
2023
Q4 | $326K | Sell |
4,190
-5,610
| -57% | -$437K | 0.02% | 173 |
|
|
2023
Q3 | $535K | Sell |
9,800
-100
| -1% | -$5.46K | 0.05% | 118 |
|
|
2023
Q2 | $640K | Sell |
9,900
-1,200
| -11% | -$77.5K | 0.06% | 112 |
|
|
2023
Q1 | $532K | Sell |
11,100
-4,000
| -26% | -$192K | 0.06% | 105 |
|
|
2022
Q4 | $524K | Hold |
15,100
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $407K | Sell |
15,100
-1,000
| -6% | -$27K | 0.06% | 117 |
|
|
2022
Q2 | $503K | Buy |
16,100
+7,000
| +77% | +$219K | 0.07% | 105 |
|
|
2022
Q1 | $615K | Buy |
9,100
+6,000
| +194% | +$405K | 0.08% | 103 |
|
|
2021
Q4 | $427K | Buy |
+3,100
| New | +$427K | 0.05% | 133 |
|
|
2020
Q2 | – | Sell |
-10,850
| Closed | -$452K | – | 206 |
|
|
2020
Q1 | $452K | Buy |
+10,850
| New | +$452K | 0.09% | 92 |
|