BBR Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,841
| Closed | -$286K | – | 220 |
|
|
2023
Q3 | $286K | Hold |
35,841
| – | – | 0.03% | 150 |
|
|
2023
Q2 | $299K | Buy |
35,841
+4,261
| +13% | +$35.5K | 0.03% | 126 |
|
|
2023
Q1 | $192K | Buy |
31,580
+9,235
| +41% | +$56.1K | 0.02% | 153 |
|
|
2022
Q4 | $103K | Buy |
+22,345
| New | +$103K | 0.01% | 168 |
|
|
2022
Q3 | – | Sell |
-20,946
| Closed | -$110K | – | 224 |
|
|
2022
Q2 | $110K | Buy |
20,946
+5,203
| +33% | +$27.3K | 0.01% | 211 |
|
|
2022
Q1 | $149K | Buy |
+15,743
| New | +$149K | 0.01% | 231 |
|