AtonRa Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $245K | Sell |
24,603
-7,816
| -24% | -$77.8K | 0.49% | 94 |
|
|
2023
Q3 | $259K | Sell |
32,419
-7,389
| -19% | -$59K | 0.54% | 94 |
|
|
2023
Q2 | $332K | Sell |
39,808
-6,506
| -14% | -$54.3K | 0.51% | 89 |
|
|
2023
Q1 | $281K | Sell |
46,314
-108,912
| -70% | -$661K | 0.41% | 107 |
|
|
2022
Q4 | $716K | Sell |
155,226
-6,971
| -4% | -$32.1K | 0.91% | 44 |
|
|
2022
Q3 | $792K | Buy |
162,197
+38,302
| +31% | +$187K | 0.78% | 54 |
|
|
2022
Q2 | $653K | Sell |
123,895
-54,887
| -31% | -$289K | 0.6% | 77 |
|
|
2022
Q1 | $1.69M | Buy |
178,782
+5,442
| +3% | +$51.4K | 0.92% | 42 |
|
|
2021
Q4 | $2.74M | Buy |
173,340
+31,198
| +22% | +$493K | 0.95% | 53 |
|
|
2021
Q3 | $2.26M | Buy |
142,142
+3,868
| +3% | +$61.4K | 0.75% | 56 |
|
|
2021
Q2 | $2.65M | Buy |
+138,274
| New | +$2.65M | 0.97% | 47 |
|