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Bellwether Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-605
| Closed | -$3.67K | – | 399 |
|
|
2023
Q1 | $3.67K | Hold |
605
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $2.79K | Hold |
605
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $2K | Hold |
605
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $3K | Hold |
605
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $5K | Buy |
+605
| New | +$5K | ﹤0.01% | 372 |
|