Sequoia 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 | $2.28M | Buy |
19,751
+2,275
| +13% | +$262K | 0.02% | 436 |
|
|
2025
Q1 | $1.67M | Sell |
17,476
-978
| -5% | -$93.4K | 0.01% | 479 |
|
|
2024
Q4 | $1.96M | Buy |
18,454
+247
| +1% | +$26.3K | 0.02% | 408 |
|
|
2024
Q3 | $1.46M | Buy |
18,207
+1,099
| +6% | +$88.1K | 0.02% | 450 |
|
|
2024
Q2 | $1.13M | Sell |
17,108
-428
| -2% | -$28.3K | 0.01% | 456 |
|
|
2024
Q1 | $1.35M | Sell |
17,536
-17,143
| -49% | -$1.32M | 0.02% | 408 |
|
|
2023
Q4 | $2.7M | Buy |
34,679
+19,977
| +136% | +$1.56M | 0.03% | 297 |
|
|
2023
Q3 | $802K | Sell |
14,702
-1,477
| -9% | -$80.6K | 0.01% | 394 |
|
|
2023
Q2 | $1.05M | Buy |
16,179
+4,554
| +39% | +$294K | 0.02% | 340 |
|
|
2023
Q1 | $557K | Buy |
11,625
+3,159
| +37% | +$151K | 0.01% | 438 |
|
|
2022
Q4 | $294K | Buy |
+8,466
| New | +$294K | 0.01% | 590 |
|
|
2022
Q2 | – | Sell |
-4,360
| Closed | -$295K | – | 667 |
|
|
2022
Q1 | $295K | Buy |
4,360
+2,060
| +90% | +$139K | 0.01% | 504 |
|
|
2021
Q4 | $317K | Buy |
+2,300
| New | +$317K | 0.01% | 435 |
|