Soltis 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 | $797K | Buy |
6,908
+988
| +17% | +$114K | 0.06% | 200 |
|
|
2025
Q1 | $565K | Sell |
5,920
-142
| -2% | -$13.6K | 0.05% | 225 |
|
|
2024
Q4 | $645K | Buy |
6,062
+3,249
| +115% | +$345K | 0.06% | 213 |
|
|
2024
Q3 | $225K | Sell |
2,813
-1,700
| -38% | -$136K | 0.02% | 329 |
|
|
2024
Q2 | $298K | Buy |
4,513
+275
| +6% | +$18.2K | 0.03% | 261 |
|
|
2024
Q1 | $327K | Buy |
4,238
+607
| +17% | +$46.8K | 0.04% | 242 |
|
|
2023
Q4 | $283K | Buy |
+3,631
| New | +$283K | 0.03% | 241 |
|
|
2023
Q3 | – | Sell |
-3,430
| Closed | -$222K | – | 279 |
|
|
2023
Q2 | $222K | Buy |
+3,430
| New | +$222K | 0.03% | 239 |
|
|
2022
Q2 | – | Sell |
-4,630
| Closed | -$313K | – | 263 |
|
|
2022
Q1 | $313K | Buy |
4,630
+10
| +0.2% | +$676 | 0.04% | 200 |
|
|
2021
Q4 | $636K | Buy |
4,620
+10
| +0.2% | +$1.38K | 0.09% | 152 |
|
|
2021
Q3 | $625K | Buy |
4,610
+30
| +0.7% | +$4.07K | 0.1% | 147 |
|
|
2021
Q2 | $669K | Buy |
4,580
+60
| +1% | +$8.76K | 0.11% | 145 |
|
|
2021
Q1 | $500K | Buy |
4,520
+10
| +0.2% | +$1.11K | 0.09% | 153 |
|
|
2020
Q4 | $511K | Buy |
4,510
+290
| +7% | +$32.9K | 0.09% | 139 |
|
|
2020
Q3 | $432K | Hold |
4,220
| – | – | 0.1% | 132 |
|
|
2020
Q2 | $401K | Buy |
+4,220
| New | +$401K | 0.1% | 131 |
|