Cetera Advisor Networks’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 | $1.82M | Buy |
249,862
+81,939
| +49% | +$598K | 0.01% | 1075 |
|
|
2023
Q4 | $1.67M | Sell |
167,923
-3,965
| -2% | -$39.5K | 0.01% | 1057 |
|
|
2023
Q3 | $1.37M | Sell |
171,888
-137,421
| -44% | -$1.1M | 0.01% | 1087 |
|
|
2023
Q2 | $2.58M | Buy |
309,309
+105,103
| +51% | +$877K | 0.02% | 755 |
|
|
2023
Q1 | $1.24M | Buy |
204,206
+27,744
| +16% | +$168K | 0.01% | 1110 |
|
|
2022
Q4 | $813K | Buy |
176,462
+16,897
| +11% | +$77.9K | 0.01% | 1302 |
|
|
2022
Q3 | $779K | Buy |
159,565
+33,773
| +27% | +$165K | 0.01% | 1014 |
|
|
2022
Q2 | $663K | Buy |
125,792
+5,179
| +4% | +$27.3K | 0.01% | 1099 |
|
|
2022
Q1 | $1.14M | Buy |
120,613
+51,575
| +75% | +$487K | 0.01% | 850 |
|
|
2021
Q4 | $1.09M | Buy |
69,038
+28,106
| +69% | +$444K | 0.01% | 861 |
|
|
2021
Q3 | $650K | Buy |
40,932
+19,487
| +91% | +$309K | 0.01% | 1062 |
|
|
2021
Q2 | $411K | Buy |
+21,445
| New | +$411K | 0.01% | 1309 |
|