Burleson & Co’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24
| Closed | – | – | 437 |
|
|
2022
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $0 | Sell |
24
-30
| -56% | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $1K | Buy |
54
+24
| +80% | +$444 | ﹤0.01% | 328 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 335 |
|
|
2021
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 346 |
|