Benedetti & Gucer’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,533
| Closed | -$99K | – | 155 |
|
|
2022
Q4 | $99K | Buy |
+21,533
| New | +$99K | 0.07% | 94 |
|
|
2022
Q3 | – | Sell |
-21,533
| Closed | -$114K | – | 98 |
|
|
2022
Q2 | $114K | Hold |
21,533
| – | – | 0.08% | 92 |
|
|
2022
Q1 | $203K | Buy |
21,533
+1,768
| +9% | +$16.7K | 0.14% | 99 |
|
|
2021
Q4 | $312K | Buy |
+19,765
| New | +$312K | 0.21% | 67 |
|