Bulltick Wealth 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 |
-12,937
| Closed | -$129K | – | 115 |
|
|
2023
Q4 | $129K | Sell |
12,937
-1,967
| -13% | -$19.6K | 0.03% | 101 |
|
|
2023
Q3 | $119K | Sell |
14,904
-12,920
| -46% | -$103K | 0.03% | 107 |
|
|
2023
Q2 | $232K | Sell |
27,824
-9,114
| -25% | -$76K | 0.05% | 112 |
|
|
2023
Q1 | $224K | Sell |
36,938
-4,102
| -10% | -$24.9K | 0.06% | 116 |
|
|
2022
Q4 | $189K | Sell |
41,040
-10,000
| -20% | -$46.1K | 0.05% | 125 |
|
|
2022
Q3 | $249K | Sell |
51,040
-1,340
| -3% | -$6.54K | 0.07% | 104 |
|
|
2022
Q2 | $276K | Buy |
+52,380
| New | +$276K | 0.07% | 102 |
|
|
2022
Q1 | – | Sell |
-27,051
| Closed | -$428K | – | 159 |
|
|
2021
Q4 | $428K | Sell |
27,051
-96
| -0.4% | -$1.52K | 0.08% | 89 |
|
|
2021
Q3 | $431K | Buy |
+27,147
| New | +$431K | 0.1% | 78 |
|