Benjamin F. Edwards & Company’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $585K | Buy |
88,580
+86,545
| +4,253% | +$572K | 0.01% | 655 |
|
|
2024
Q1 | $15K | Buy |
2,035
+240
| +13% | +$1.77K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $18K | Buy |
1,795
+500
| +39% | +$5.01K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $10K | Sell |
1,295
-588
| -31% | -$4.54K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $16K | Sell |
1,883
-1,303
| -41% | -$11.1K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $19K | Sell |
3,186
-802
| -20% | -$4.78K | ﹤0.01% | 1284 |
|
|
2022
Q4 | $18K | Sell |
3,988
-500
| -11% | -$2.26K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $22K | Hold |
4,488
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q2 | $24K | Buy |
4,488
+1,113
| +33% | +$5.95K | ﹤0.01% | 1206 |
|
|
2022
Q1 | $32K | Buy |
3,375
+1,875
| +125% | +$17.8K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $24K | Buy |
1,500
+500
| +50% | +$8K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 1286 |
|