Synergy Financial Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
64,747
+3,026
| +5% | +$349K | 5.5% | 4 |
|
|
2025
Q1 | $5.89M | Buy |
61,721
+429
| +0.7% | +$41K | 5.29% | 4 |
|
|
2024
Q4 | $6.52M | Sell |
61,292
-3,240
| -5% | -$345K | 5.43% | 4 |
|
|
2024
Q3 | $5.17M | Buy |
64,532
+796
| +1% | +$63.8K | 4.91% | 5 |
|
|
2024
Q2 | $4.21M | Buy |
63,736
+774
| +1% | +$51.1K | 4.41% | 6 |
|
|
2024
Q1 | $4.86M | Buy |
62,962
+935
| +2% | +$72.2K | 5.47% | 4 |
|
|
2023
Q4 | $4.83M | Sell |
62,027
-1,916
| -3% | -$149K | 5.92% | 3 |
|
|
2023
Q3 | $3.49M | Sell |
63,943
-50
| -0.1% | -$2.73K | 4.87% | 6 |
|
|
2023
Q2 | $4.13M | Buy |
63,993
+8,995
| +16% | +$581K | 5.58% | 4 |
|
|
2023
Q1 | $2.64M | Sell |
54,998
-1,608
| -3% | -$77.1K | 4.29% | 6 |
|
|
2022
Q4 | $1.96M | Sell |
56,606
-7,743
| -12% | -$269K | 3.88% | 6 |
|
|
2022
Q3 | $1.73M | Buy |
64,349
+2,099
| +3% | +$56.6K | 2.6% | 8 |
|
|
2022
Q2 | $1.95M | Buy |
62,250
+3,030
| +5% | +$94.7K | 3.05% | 7 |
|
|
2022
Q1 | $4M | Buy |
59,220
+13,730
| +30% | +$928K | 4.2% | 6 |
|
|
2021
Q4 | $6.27M | Buy |
+45,490
| New | +$6.27M | 5.62% | 3 |
|