Buckingham Strategic Wealth’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 | $82.2K | Sell |
12,435
-4,319
| -26% | -$28.5K | ﹤0.01% | 745 |
|
|
2024
Q1 | $122K | Buy |
16,754
+3,694
| +28% | +$27K | ﹤0.01% | 727 |
|
|
2023
Q4 | $130K | Buy |
13,060
+302
| +2% | +$3.01K | ﹤0.01% | 691 |
|
|
2023
Q3 | $102K | Sell |
12,758
-883
| -6% | -$7.06K | ﹤0.01% | 664 |
|
|
2023
Q2 | $114K | Sell |
13,641
-11,705
| -46% | -$97.6K | ﹤0.01% | 661 |
|
|
2023
Q1 | $117K | Hold |
25,346
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $117K | Sell |
25,346
-753
| -3% | -$3.47K | ﹤0.01% | 584 |
|
|
2022
Q3 | $127K | Buy |
26,099
+325
| +1% | +$1.58K | ﹤0.01% | 565 |
|
|
2022
Q2 | $136K | Buy |
25,774
+1,356
| +6% | +$7.16K | ﹤0.01% | 569 |
|
|
2022
Q1 | $231K | Buy |
24,418
+13,406
| +122% | +$127K | ﹤0.01% | 535 |
|
|
2021
Q4 | $174K | Buy |
+11,012
| New | +$174K | ﹤0.01% | 572 |
|