Aspiriant LLC’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,633
| Closed | -$114K | – | 321 |
|
|
2024
Q1 | $114K | Hold |
15,633
| – | – | ﹤0.01% | 310 |
|
|
2023
Q4 | $156K | Hold |
15,633
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $125K | Hold |
15,633
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $130K | Hold |
15,633
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $94.9K | Hold |
15,633
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $72.1K | Hold |
15,633
| – | – | ﹤0.01% | 272 |
|
|
2022
Q3 | $76K | Hold |
15,633
| – | – | ﹤0.01% | 257 |
|
|
2022
Q2 | $82K | Hold |
15,633
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $148K | Hold |
15,633
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $247K | Hold |
15,633
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $248K | Buy |
+15,633
| New | +$248K | 0.01% | 210 |
|