Toth Financial Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
4,561
-4,214
| -48% | -$486K | 0.06% | 155 |
|
|
2025
Q1 | $838K | Buy |
8,775
+2,623
| +43% | +$250K | 0.1% | 134 |
|
|
2024
Q4 | $654K | Buy |
6,152
+17
| +0.3% | +$1.81K | 0.08% | 144 |
|
|
2024
Q3 | $492K | Buy |
6,135
+4,845
| +376% | +$388K | 0.06% | 160 |
|
|
2024
Q2 | $85.2K | Buy |
1,290
+60
| +5% | +$3.96K | 0.01% | 249 |
|
|
2024
Q1 | $94.9K | Sell |
1,230
-20
| -2% | -$1.54K | 0.01% | 244 |
|
|
2023
Q4 | $97.4K | Sell |
1,250
-128
| -9% | -$9.97K | 0.01% | 239 |
|
|
2023
Q3 | $75.2K | Sell |
1,378
-4,123
| -75% | -$225K | 0.01% | 237 |
|
|
2023
Q2 | $355K | Buy |
5,501
+4,221
| +330% | +$273K | 0.05% | 161 |
|
|
2023
Q1 | $61.4K | Buy |
1,280
+100
| +8% | +$4.79K | 0.01% | 256 |
|
|
2022
Q4 | $41K | Sell |
1,180
-195
| -14% | -$6.77K | 0.01% | 297 |
|
|
2022
Q3 | $37K | Buy |
1,375
+45
| +3% | +$1.21K | 0.01% | 306 |
|
|
2022
Q2 | $42K | Hold |
1,330
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $90K | Hold |
1,330
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $183K | Hold |
1,330
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $180K | Sell |
1,330
-50
| -4% | -$6.77K | 0.03% | 201 |
|
|
2021
Q2 | $202K | Hold |
1,380
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $153K | Buy |
1,380
+80
| +6% | +$8.87K | 0.02% | 207 |
|
|
2020
Q4 | $147K | Buy |
1,300
+20
| +2% | +$2.26K | 0.03% | 196 |
|
|
2020
Q3 | $131K | Buy |
1,280
+30
| +2% | +$3.07K | 0.03% | 198 |
|
|
2020
Q2 | $119K | Buy |
1,250
+1,000
| +400% | +$95.2K | 0.03% | 185 |
|
|
2020
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 279 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$31K | – | 513 |
|
|
2019
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $30K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2019
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 281 |
|