Principal Securities’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Sell |
14,293
-1,200
| -8% | -$138K | 0.03% | 467 |
|
2025
Q1 | $1.65M | Buy |
15,493
+2,094
| +16% | +$223K | 0.04% | 418 |
|
2024
Q4 | $1.42M | Buy |
13,399
+2,603
| +24% | +$277K | 0.03% | 443 |
|
2024
Q3 | $865K | Sell |
10,796
-740
| -6% | -$59.3K | 0.02% | 575 |
|
2024
Q2 | $762K | Buy |
11,536
+270
| +2% | +$17.8K | 0.02% | 562 |
|
2024
Q1 | $869K | Buy |
11,266
+2,460
| +28% | +$190K | 0.03% | 492 |
|
2023
Q4 | $686K | Buy |
+8,806
| New | +$686K | 0.03% | 504 |
|