Buckingham Strategic Wealth’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 | $82.2K | Sell |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q4 | $130K | Buy |
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|
2023
Q3 | $102K | Sell |
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|
2023
Q2 | $114K | Sell |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $136K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $174K | Buy |
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