1WA
180 Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,145
| Closed | -$91.9K | – | 388 |
|
|
2023
Q1 | $91.9K | Sell |
15,145
-905
| -6% | -$5.49K | 0.02% | 355 |
|
|
2022
Q4 | $91.6K | Buy |
16,050
+3,670
| +30% | +$21K | 0.02% | 358 |
|
|
2022
Q3 | $60K | Buy |
12,380
+555
| +5% | +$2.69K | 0.02% | 349 |
|
|
2022
Q2 | $64K | Buy |
+11,825
| New | +$64K | 0.02% | 362 |
|
|
2022
Q1 | – | Sell |
-13,850
| Closed | -$192K | – | 390 |
|
|
2021
Q4 | $192K | Sell |
13,850
-1,450
| -9% | -$20.1K | 0.04% | 353 |
|
|
2021
Q3 | $297K | Buy |
+15,300
| New | +$297K | 0.07% | 285 |
|