Banque Cantonale Vaudoise’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,000
| Closed | -$73K | – | 986 |
|
|
2024
Q2 | $73K | Sell |
11,000
-3,500
| -24% | -$23.2K | ﹤0.01% | 738 |
|
|
2024
Q1 | $107K | Buy |
14,500
+2,000
| +16% | +$14.8K | ﹤0.01% | 656 |
|
|
2023
Q4 | $125K | Hold |
12,500
| – | – | 0.01% | 649 |
|
|
2023
Q3 | $100K | Buy |
12,500
+2,000
| +19% | +$16K | 0.01% | 835 |
|
|
2023
Q2 | $88K | Buy |
10,500
+1,500
| +17% | +$12.6K | ﹤0.01% | 880 |
|
|
2023
Q1 | $54K | Hold |
9,000
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $42K | Hold |
9,000
| – | – | ﹤0.01% | 974 |
|
|
2022
Q3 | $44K | Sell |
9,000
-118
| -1% | -$577 | ﹤0.01% | 1005 |
|
|
2022
Q2 | $49K | Hold |
9,118
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $85K | Sell |
9,118
-19,548
| -68% | -$182K | ﹤0.01% | 938 |
|
|
2021
Q4 | $455K | Buy |
28,666
+25,548
| +819% | +$406K | 0.02% | 609 |
|
|
2021
Q3 | $50K | Buy |
+3,118
| New | +$50K | ﹤0.01% | 1025 |
|