Sunbelt Securities’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
13,287
+143
+1% +$15.2K 0.12% 155
2025
Q1
$1.25M Sell
13,144
-143
-1% -$13.7K 0.11% 152
2024
Q4
$1.42M Sell
13,287
-1,217
-8% -$130K 0.12% 155
2024
Q3
$1.16M Buy
14,504
+105
+0.7% +$8.42K 0.11% 183
2024
Q2
$951K Buy
14,399
+915
+7% +$60.4K 0.1% 199
2024
Q1
$1.04M Sell
13,484
-4,934
-27% -$381K 0.12% 178
2023
Q4
$1.43M Buy
18,418
+729
+4% +$56.8K 0.18% 127
2023
Q3
$965K Buy
17,689
+1,097
+7% +$59.9K 0.13% 168
2023
Q2
$1.07M Sell
16,592
-42
-0.3% -$2.71K 0.15% 148
2023
Q1
$774K Buy
16,634
+6,781
+69% +$315K 0.12% 180
2022
Q4
$342K Buy
9,853
+156
+2% +$5.42K 0.07% 319
2022
Q3
$261K Buy
9,697
+907
+10% +$24.4K 0.06% 360
2022
Q2
$275K Buy
8,790
+30
+0.3% +$939 0.06% 350
2022
Q1
$618K Buy
8,760
+490
+6% +$34.6K 0.11% 206
2021
Q4
$726K Sell
8,270
-380
-4% -$33.4K 0.12% 202
2021
Q3
$1.25M Hold
8,650
0.22% 113
2021
Q2
$1.25M Buy
8,650
+1,040
+14% +$150K 0.22% 113
2021
Q1
$842K Buy
7,610
+840
+12% +$92.9K 0.17% 155
2020
Q4
$766K Buy
6,770
+4,570
+208% +$517K 0.16% 161
2020
Q3
$235K Sell
2,200
-1,320
-38% -$141K 0.07% 287
2020
Q2
$303K Sell
3,520
-17,960
-84% -$1.55M 0.1% 230
2020
Q1
$961K Buy
+21,480
New +$961K 0.04% 153