Petra Financial 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 | $448K | Buy |
+3,882
| New | +$448K | 0.28% | 91 |
|
|
2025
Q1 | – | Sell |
-5,247
| Closed | -$558K | – | 144 |
|
|
2024
Q4 | $558K | Buy |
+5,247
| New | +$558K | 0.38% | 74 |
|
|
2024
Q2 | – | Sell |
-15,561
| Closed | -$1.2M | – | 132 |
|
|
2024
Q1 | $1.2M | Sell |
15,561
-41
| -0.3% | -$3.16K | 0.88% | 35 |
|
|
2023
Q4 | $1.22M | Sell |
15,602
-785
| -5% | -$61.2K | 1.01% | 32 |
|
|
2023
Q3 | $894K | Buy |
16,387
+159
| +1% | +$8.68K | 0.75% | 37 |
|
|
2023
Q2 | $1.05M | Buy |
+16,228
| New | +$1.05M | 0.94% | 31 |
|