Baldwin Wealth 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
Q4 | – | Sell |
-2,706
| Closed | -$21.3K | – | 888 |
|
|
2024
Q3 | $21.3K | Hold |
2,706
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $17.9K | Hold |
2,706
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $19.8K | Hold |
2,706
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $26.9K | Hold |
2,706
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $21.6K | Hold |
2,706
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $22.6K | Hold |
2,706
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $16.4K | Hold |
2,706
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $12.5K | Hold |
2,706
| – | – | ﹤0.01% | 590 |
|
|
2022
Q3 | $13K | Hold |
2,706
| – | – | ﹤0.01% | 493 |
|
|
2022
Q2 | $14K | Buy |
+2,706
| New | +$14K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$36K | – | 697 |
|
|
2021
Q4 | $36K | Buy |
2,250
+750
| +50% | +$12K | ﹤0.01% | 390 |
|
|
2021
Q3 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $26K | Buy |
+1,500
| New | +$26K | ﹤0.01% | 427 |
|