Advisory Research’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-168,495
| Closed | -$1.68M | – | 295 |
|
|
2023
Q4 | $1.68M | Sell |
168,495
-43,012
| -20% | -$428K | 0.26% | 101 |
|
|
2023
Q3 | $1.69M | Buy |
211,507
+80,188
| +61% | +$641K | 0.23% | 125 |
|
|
2023
Q2 | $1.1M | Buy |
131,319
+79,466
| +153% | +$663K | 0.14% | 195 |
|
|
2023
Q1 | $315K | Buy |
+51,853
| New | +$315K | 0.05% | 283 |
|
|
2022
Q1 | – | Sell |
-49,819
| Closed | -$788K | – | 437 |
|
|
2021
Q4 | $788K | Buy |
+49,819
| New | +$788K | 0.06% | 218 |
|