SageView Advisory Group’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
4,702
-138
| -3% | -$17.5K | 0.02% | 335 |
|
|
2025
Q1 | $462K | Buy |
4,840
+1,662
| +52% | +$159K | 0.02% | 363 |
|
|
2024
Q4 | $338K | Buy |
+3,178
| New | +$338K | 0.01% | 422 |
|
|
2024
Q3 | – | Sell |
-3,087
| Closed | -$204K | – | 566 |
|
|
2024
Q2 | $204K | Buy |
+3,087
| New | +$204K | 0.01% | 540 |
|
|
2024
Q1 | – | Sell |
-5,252
| Closed | -$432K | – | 786 |
|
|
2023
Q4 | $432K | Buy |
+5,252
| New | +$432K | 0.02% | 422 |
|