American Portfolios Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $118K | Sell |
24,250
-1,400
| -5% | -$6.83K | 0.01% | 1260 |
|
|
2022
Q2 | $135K | Buy |
25,650
+1,914
| +8% | +$10.1K | 0.01% | 1249 |
|
|
2022
Q1 | $224K | Sell |
23,736
-25,890
| -52% | -$245K | 0.01% | 1110 |
|
|
2021
Q4 | $785K | Buy |
49,626
+11,523
| +30% | +$182K | 0.03% | 561 |
|
|
2021
Q3 | $605K | Buy |
38,103
+35,303
| +1,261% | +$561K | 0.02% | 625 |
|
|
2021
Q2 | $53.7K | Hold |
2,800
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q1 | $48K | Buy |
+2,800
| New | +$48K | ﹤0.01% | 1627 |
|