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