Benjamin F. Edwards & Company’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $15K | Buy |
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|
2023
Q4 | $18K | Buy |
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|
2023
Q3 | $10K | Sell |
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|
2023
Q2 | $16K | Sell |
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|
2023
Q1 | $19K | Sell |
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|
2022
Q4 | $18K | Sell |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $16K | Buy |
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