Souders 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 | $801K | Sell |
6,947
-583
| -8% | -$67.2K | 0.1% | 103 |
|
|
2025
Q1 | $719K | Sell |
7,530
-2,403
| -24% | -$229K | 0.1% | 112 |
|
|
2024
Q4 | $1.06M | Sell |
9,933
-1,648
| -14% | -$175K | 0.15% | 100 |
|
|
2024
Q3 | $928K | Buy |
11,581
+59
| +0.5% | +$4.73K | 0.13% | 105 |
|
|
2024
Q2 | $761K | Buy |
11,522
+370
| +3% | +$24.4K | 0.11% | 107 |
|
|
2024
Q1 | $861K | Sell |
11,152
-615
| -5% | -$47.5K | 0.14% | 98 |
|
|
2023
Q4 | $917K | Sell |
11,767
-87
| -0.7% | -$6.78K | 0.16% | 91 |
|
|
2023
Q3 | $647K | Sell |
11,854
-1,650
| -12% | -$90K | 0.12% | 107 |
|
|
2023
Q2 | $872K | Sell |
13,504
-2,534
| -16% | -$164K | 0.17% | 88 |
|
|
2023
Q1 | $769K | Sell |
16,038
-577
| -3% | -$27.7K | 0.16% | 93 |
|
|
2022
Q4 | $577K | Sell |
16,615
-1,107
| -6% | -$38.4K | 0.13% | 101 |
|
|
2022
Q3 | $477K | Buy |
17,722
+1,712
| +11% | +$46.1K | 0.13% | 110 |
|
|
2022
Q2 | $500K | Buy |
16,010
+1,260
| +9% | +$39.4K | 0.14% | 99 |
|
|
2022
Q1 | $997K | Buy |
14,750
+5,310
| +56% | +$359K | 0.29% | 75 |
|
|
2021
Q4 | $1.3M | Buy |
9,440
+2,480
| +36% | +$342K | 0.37% | 62 |
|
|
2021
Q3 | $944K | Buy |
6,960
+70
| +1% | +$9.49K | 0.3% | 71 |
|
|
2021
Q2 | $1.01M | Buy |
6,890
+320
| +5% | +$46.8K | 0.34% | 68 |
|
|
2021
Q1 | $727K | Buy |
6,570
+3,900
| +146% | +$432K | 0.28% | 72 |
|
|
2020
Q4 | $302K | Sell |
2,670
-670
| -20% | -$75.8K | 0.13% | 94 |
|
|
2020
Q3 | $296K | Buy |
3,340
+350
| +12% | +$31K | 0.14% | 90 |
|
|
2020
Q2 | $284K | Buy |
+2,990
| New | +$284K | 0.16% | 85 |
|