United Capital Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
16,469
+5,529
| +51% | +$638K | 0.02% | 451 |
|
|
2025
Q1 | $1.04M | Sell |
10,940
-288
| -3% | -$27.5K | 0.01% | 551 |
|
|
2024
Q4 | $1.19M | Buy |
11,228
+430
| +4% | +$45.7K | 0.01% | 512 |
|
|
2024
Q3 | $865K | Buy |
10,798
+2,626
| +32% | +$210K | 0.01% | 577 |
|
|
2024
Q2 | $540K | Buy |
8,172
+192
| +2% | +$12.7K | ﹤0.01% | 687 |
|
|
2024
Q1 | $616K | Sell |
7,980
-733
| -8% | -$56.6K | 0.01% | 678 |
|
|
2023
Q4 | $679K | Buy |
8,713
+1,867
| +27% | +$145K | 0.01% | 649 |
|
|
2023
Q3 | $374K | Buy |
6,846
+374
| +6% | +$20.4K | ﹤0.01% | 694 |
|
|
2023
Q2 | $418K | Sell |
6,472
-3,129
| -33% | -$202K | ﹤0.01% | 708 |
|
|
2023
Q1 | $460K | Buy |
9,601
+264
| +3% | +$12.7K | ﹤0.01% | 736 |
|
|
2022
Q4 | $324K | Buy |
+9,337
| New | +$324K | ﹤0.01% | 865 |
|
|
2022
Q2 | – | Sell |
-81,700
| Closed | -$5.52M | – | 1185 |
|
|
2022
Q1 | $5.52M | Sell |
81,700
-28,430
| -26% | -$1.92M | 0.03% | 353 |
|
|
2021
Q4 | $15.2M | Buy |
110,130
+2,880
| +3% | +$397K | 0.07% | 233 |
|
|
2021
Q3 | $14.5M | Buy |
107,250
+4,790
| +5% | +$649K | 0.07% | 229 |
|
|
2021
Q2 | $15M | Buy |
102,460
+10,900
| +12% | +$1.59M | 0.08% | 226 |
|
|
2021
Q1 | $10.1M | Buy |
91,560
+22,110
| +32% | +$2.45M | 0.06% | 256 |
|
|
2020
Q4 | $7.86M | Buy |
69,450
+27,820
| +67% | +$3.15M | 0.05% | 283 |
|
|
2020
Q3 | $4.26M | Sell |
41,630
-31,860
| -43% | -$3.26M | 0.03% | 369 |
|
|
2020
Q2 | $6.98M | Buy |
73,490
+45,710
| +165% | +$4.34M | 0.05% | 302 |
|
|
2020
Q1 | $1.16M | Sell |
27,780
-8,290
| -23% | -$346K | 0.01% | 596 |
|
|
2019
Q4 | $1.43M | Buy |
36,070
+90
| +0.3% | +$3.58K | 0.01% | 672 |
|
|
2019
Q3 | $1.12M | Sell |
35,980
-22,400
| -38% | -$698K | 0.01% | 708 |
|
|
2019
Q2 | $1.75M | Sell |
58,380
-117,450
| -67% | -$3.52M | 0.01% | 652 |
|
|
2019
Q1 | $3.63M | Buy |
175,830
+152,140
| +642% | +$3.14M | 0.03% | 465 |
|
|
2018
Q4 | $328K | Buy |
23,690
+1,100
| +5% | +$15.2K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $372K | Buy |
22,590
+3,480
| +18% | +$57.3K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $279K | Buy |
+19,110
| New | +$279K | ﹤0.01% | 1106 |
|