Cetera Advisors’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 | $3.49M | Buy |
478,212
+362,114
| +312% | +$2.64M | 0.03% | 585 |
|
2023
Q4 | $1.16M | Sell |
116,098
-4,426
| -4% | -$44K | 0.02% | 720 |
|
2023
Q3 | $963K | Buy |
120,524
+274
| +0.2% | +$2.19K | 0.02% | 740 |
|
2023
Q2 | $1M | Sell |
120,250
-119,425
| -50% | -$996K | 0.02% | 712 |
|
2023
Q1 | $1.45M | Buy |
239,675
+96,586
| +68% | +$586K | 0.02% | 559 |
|
2022
Q4 | $660K | Buy |
143,089
+4,799
| +3% | +$22.1K | 0.01% | 837 |
|
2022
Q3 | $675K | Buy |
138,290
+8,496
| +7% | +$41.5K | 0.02% | 658 |
|
2022
Q2 | $684K | Buy |
129,794
+44,361
| +52% | +$234K | 0.02% | 710 |
|
2022
Q1 | $807K | Buy |
85,433
+9,425
| +12% | +$89K | 0.02% | 688 |
|
2021
Q4 | $1.2M | Buy |
76,008
+26,555
| +54% | +$420K | 0.02% | 535 |
|
2021
Q3 | $785K | Buy |
+49,453
| New | +$785K | 0.02% | 696 |
|