Regal Investment Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,348
| Closed | -$589K | – | 510 |
|
|
2024
Q3 | $589K | Sell |
7,348
-24,629
| -77% | -$1.97M | 0.04% | 323 |
|
|
2024
Q2 | $2.11M | Buy |
31,977
+942
| +3% | +$62.2K | 0.14% | 166 |
|
|
2024
Q1 | $2.39M | Sell |
31,035
-2,083
| -6% | -$161K | 0.16% | 153 |
|
|
2023
Q4 | $2.58M | Buy |
33,118
+694
| +2% | +$54.1K | 0.2% | 134 |
|
|
2023
Q3 | $1.77M | Sell |
32,424
-3,204
| -9% | -$175K | 0.15% | 158 |
|
|
2023
Q2 | $2.3M | Buy |
35,628
+1,357
| +4% | +$87.7K | 0.19% | 128 |
|
|
2023
Q1 | $1.64M | Buy |
34,271
+7,859
| +30% | +$377K | 0.15% | 158 |
|
|
2022
Q4 | $917K | Sell |
26,412
-4,749
| -15% | -$165K | 0.09% | 197 |
|
|
2022
Q3 | $839K | Buy |
31,161
+594
| +2% | +$16K | 0.09% | 195 |
|
|
2022
Q2 | $955K | Sell |
30,567
-953
| -3% | -$29.8K | 0.1% | 196 |
|
|
2022
Q1 | $2.13M | Buy |
31,520
+1,930
| +7% | +$130K | 0.2% | 121 |
|
|
2021
Q4 | $4.08M | Sell |
29,590
-1,620
| -5% | -$223K | 0.36% | 69 |
|
|
2021
Q3 | $4.23M | Sell |
31,210
-1,410
| -4% | -$191K | 0.41% | 65 |
|
|
2021
Q2 | $4.77M | Buy |
+32,620
| New | +$4.77M | 0.48% | 52 |
|
|
2021
Q1 | – | Sell |
-31,650
| Closed | -$3.58M | – | 345 |
|
|
2020
Q4 | $3.58M | Buy |
+31,650
| New | +$3.58M | 0.41% | 65 |
|
|
2020
Q3 | – | Sell |
-37,230
| Closed | -$3.53M | – | 227 |
|
|
2020
Q2 | $3.53M | Buy |
+37,230
| New | +$3.53M | 0.65% | 40 |
|
|
2019
Q4 | – | Sell |
-7,600
| Closed | -$237K | – | 350 |
|
|
2019
Q3 | $237K | Buy |
7,600
+20
| +0.3% | +$624 | 0.05% | 276 |
|
|
2019
Q2 | $228K | Buy |
+7,580
| New | +$228K | 0.04% | 285 |
|