Autumn Glory Partners’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 |
-15,000
| Closed | -$149K | – | 176 |
|
|
2023
Q4 | $149K | Buy |
+15,000
| New | +$149K | 0.09% | 162 |
|
|
2023
Q2 | – | Sell |
-11,000
| Closed | -$66.8K | – | 171 |
|
|
2023
Q1 | $66.8K | Hold |
11,000
| – | – | 0.06% | 128 |
|
|
2022
Q4 | $50.7K | Hold |
11,000
| – | – | 0.03% | 160 |
|
|
2022
Q3 | $54K | Buy |
+11,000
| New | +$54K | 0.04% | 146 |
|