Advisors Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,422
| Closed | -$20.2K | – | 1450 |
|
|
2023
Q2 | $20.2K | Sell |
2,422
-3,341
| -58% | -$27.9K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $35K | Sell |
5,763
-320
| -5% | -$1.94K | ﹤0.01% | 1341 |
|
|
2022
Q4 | $28K | Sell |
6,083
-373
| -6% | -$1.72K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $32K | Buy |
6,456
+125
| +2% | +$620 | ﹤0.01% | 1403 |
|
|
2022
Q2 | $33K | Buy |
6,331
+2,549
| +67% | +$13.3K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $36K | Buy |
+3,782
| New | +$36K | ﹤0.01% | 1449 |
|