Resonant Capital 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 | $397K | Buy |
3,443
+227
| +7% | +$26.2K | 0.03% | 273 |
|
|
2025
Q1 | $307K | Buy |
3,216
+148
| +5% | +$14.1K | 0.02% | 283 |
|
|
2024
Q4 | $326K | Sell |
3,068
-438
| -12% | -$46.6K | 0.02% | 255 |
|
|
2024
Q3 | $281K | Sell |
3,506
-10
| -0.3% | -$801 | 0.02% | 292 |
|
|
2024
Q2 | $232K | Sell |
3,516
-547
| -13% | -$36.1K | 0.02% | 314 |
|
|
2024
Q1 | $314K | Buy |
+4,063
| New | +$314K | 0.03% | 266 |
|
|
2022
Q1 | – | Sell |
-1,720
| Closed | -$237K | – | 228 |
|
|
2021
Q4 | $237K | Sell |
1,720
-270
| -14% | -$37.2K | 0.04% | 189 |
|
|
2021
Q3 | $270K | Buy |
+1,990
| New | +$270K | 0.05% | 168 |
|
|
2021
Q1 | – | Sell |
-2,240
| Closed | -$254K | – | 170 |
|
|
2020
Q4 | $254K | Hold |
2,240
| – | – | 0.06% | 157 |
|
|
2020
Q3 | $229K | Sell |
2,240
-1,600
| -42% | -$164K | 0.07% | 147 |
|
|
2020
Q2 | $364K | Sell |
3,840
-1,580
| -29% | -$150K | 0.11% | 128 |
|
|
2020
Q1 | $226K | Sell |
5,420
-80
| -1% | -$3.34K | 0.08% | 175 |
|
|
2019
Q4 | $219K | Buy |
+5,500
| New | +$219K | 0.07% | 193 |
|