Sowell Financial Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
13,965
-2,352
| -14% | -$271K | 0.07% | 309 |
|
|
2025
Q1 | $1.56M | Sell |
16,317
-8,481
| -34% | -$810K | 0.07% | 286 |
|
|
2024
Q4 | $2.64M | Buy |
24,798
+622
| +3% | +$66.1K | 0.14% | 164 |
|
|
2024
Q3 | $1.94M | Buy |
24,176
+3,957
| +20% | +$317K | 0.09% | 240 |
|
|
2024
Q2 | $1.34M | Buy |
+20,219
| New | +$1.34M | 0.06% | 289 |
|
|
2023
Q2 | – | Sell |
-4,787
| Closed | -$229K | – | 781 |
|
|
2023
Q1 | $229K | Buy |
+4,787
| New | +$229K | 0.02% | 656 |
|
|
2021
Q2 | – | Sell |
-8,090
| Closed | -$883K | – | 2345 |
|
|
2021
Q1 | $883K | Sell |
8,090
-29,600
| -79% | -$3.23M | 0.03% | 448 |
|
|
2020
Q4 | $4.27M | Buy |
37,690
+24,520
| +186% | +$2.78M | 0.18% | 116 |
|
|
2020
Q3 | $1.35M | Sell |
13,170
-4,630
| -26% | -$474K | 0.07% | 235 |
|
|
2020
Q2 | $1.69M | Buy |
17,800
+4,950
| +39% | +$470K | 0.09% | 195 |
|
|
2020
Q1 | $536K | Buy |
12,850
+2,850
| +29% | +$119K | 0.04% | 385 |
|
|
2019
Q4 | $398K | Buy |
10,000
+20
| +0.2% | +$796 | 0.03% | 513 |
|
|
2019
Q3 | $311K | Buy |
+9,980
| New | +$311K | 0.03% | 526 |
|