Bourgeon Capital Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-757
| Closed | -$7.53K | – | 337 |
|
|
2023
Q4 | $7.53K | Hold |
757
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $6.05K | Hold |
757
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $6.31K | Hold |
757
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $4.6K | Hold |
757
| – | – | ﹤0.01% | 261 |
|
|
2022
Q4 | $3.49K | Buy |
+757
| New | +$3.49K | ﹤0.01% | 291 |
|