Anchor Investment Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310 | Buy |
+17
| New | +$310 | ﹤0.01% | 1022 |
|
2025
Q1 | – | Sell |
-252
| Closed | -$3.88K | – | 1051 |
|
2024
Q4 | $3.88K | Buy |
252
+240
| +2,000% | +$3.7K | ﹤0.01% | 894 |
|
2024
Q3 | $94 | Buy |
12
+11
| +1,100% | +$86 | ﹤0.01% | 1039 |
|
2024
Q2 | $7 | Hold |
1
| – | – | ﹤0.01% | 998 |
|
2024
Q1 | $7 | Buy |
+1
| New | +$7 | ﹤0.01% | 1030 |
|
2022
Q4 | – | Sell |
-191
| Closed | -$932 | – | 973 |
|
2022
Q3 | $932 | Buy |
+191
| New | +$932 | ﹤0.01% | 938 |
|