Catalyst Capital Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,400
| Closed | -$47.9K | – | 339 |
|
|
2022
Q4 | $47.9K | Sell |
10,400
-73,680
| -88% | -$340K | ﹤0.01% | 253 |
|
|
2022
Q3 | $410K | Sell |
84,080
-40,900
| -33% | -$199K | 0.02% | 151 |
|
|
2022
Q2 | $659K | Buy |
124,980
+2,500
| +2% | +$13.2K | 0.03% | 165 |
|
|
2022
Q1 | $1.16M | Hold |
122,480
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $1.94M | Sell |
122,480
-9,520
| -7% | -$150K | 0.09% | 136 |
|
|
2021
Q3 | $2.1M | Buy |
+132,000
| New | +$2.1M | 0.11% | 136 |
|