Balentine 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 |
-29,288
| Closed | -$214K | – | 511 |
|
|
2024
Q1 | $214K | Sell |
29,288
-1,584
| -5% | -$11.6K | 0.01% | 462 |
|
|
2023
Q4 | $307K | Sell |
30,872
-1,072
| -3% | -$10.7K | 0.01% | 383 |
|
|
2023
Q3 | $255K | Hold |
31,944
| – | – | 0.01% | 402 |
|
|
2023
Q2 | $266K | Sell |
31,944
-23,001
| -42% | -$192K | 0.01% | 412 |
|
|
2023
Q1 | $334K | Sell |
54,945
-1,878
| -3% | -$11.4K | 0.01% | 381 |
|
|
2022
Q4 | $262K | Buy |
56,823
+45,042
| +382% | +$208K | 0.01% | 463 |
|
|
2022
Q3 | $57K | Buy |
+11,781
| New | +$57K | ﹤0.01% | 538 |
|