BDO Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.17K | Hold |
500
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $3.04K | Hold |
500
| – | – | ﹤0.01% | 861 |
|
|
2022
Q4 | $2.31K | Sell |
500
-500
| -50% | -$2.31K | ﹤0.01% | 859 |
|
|
2022
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 820 |
|
|
2022
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 786 |
|
|
2022
Q1 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 755 |
|