Strategic Financial Concepts’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,353
Closed -$225K 350
2025
Q1
$225K Buy
2,353
+17
+0.7% +$1.62K 0.04% 295
2024
Q4
$248K Sell
2,336
-437
-16% -$46.5K 0.05% 278
2024
Q3
$222K Sell
2,773
-171,600
-98% -$13.8M 0.07% 219
2024
Q2
$90.8K Buy
174,373
+169,496
+3,475% +$88.3K 0.05% 191
2024
Q1
$376K Buy
+4,877
New +$376K 0.09% 196
2023
Q4
Sell
-4,190
Closed -$229K 245
2023
Q3
$229K Buy
4,190
+30
+0.7% +$1.64K 0.08% 225
2023
Q2
$269K Buy
+4,160
New +$269K 0.1% 185