B. Riley Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $481 | Buy |
91,283
+19,583
| +27% | +$103 | ﹤0.01% | 420 |
|
|
2022
Q1 | $678K | Buy |
71,700
+11,445
| +19% | +$108K | 0.05% | 274 |
|
|
2021
Q4 | $953K | Sell |
60,255
-45,818
| -43% | -$725K | 0.07% | 241 |
|
|
2021
Q3 | $1.68M | Buy |
106,073
+47,258
| +80% | +$750K | 0.13% | 158 |
|
|
2021
Q2 | $1.13M | Sell |
58,815
-480
| -0.8% | -$9.2K | 0.12% | 154 |
|
|
2021
Q1 | $1.02M | Buy |
+59,295
| New | +$1.02M | 0.12% | 154 |
|