Signature Estate & Investment 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 | $281K | Buy |
2,435
+36
| +2% | +$4.15K | 0.01% | 479 |
|
2025
Q1 | $229K | Buy |
2,399
+25
| +1% | +$2.39K | 0.01% | 500 |
|
2024
Q4 | $252K | Buy |
+2,374
| New | +$252K | 0.01% | 453 |
|
2024
Q3 | – | Sell |
-3,779
| Closed | -$250K | – | 536 |
|
2024
Q2 | $250K | Buy |
3,779
+964
| +34% | +$63.7K | 0.01% | 437 |
|
2024
Q1 | $217K | Buy |
2,815
+156
| +6% | +$12K | 0.01% | 166 |
|
2023
Q4 | $207K | Buy |
+2,659
| New | +$207K | 0.01% | 175 |
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$310K | – | 172 |
|
2021
Q4 | $310K | Buy |
2,250
+320
| +17% | +$44.1K | 0.01% | 141 |
|
2021
Q3 | $262K | Hold |
1,930
| – | – | 0.01% | 145 |
|
2021
Q2 | $282K | Sell |
1,930
-230
| -11% | -$33.6K | 0.01% | 143 |
|
2021
Q1 | $239K | Buy |
+2,160
| New | +$239K | 0.01% | 149 |
|