CIM Investment Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45,087
| Closed | -$274K | – | 289 |
|
|
2023
Q1 | $274K | Buy |
45,087
+2,110
| +5% | +$12.8K | 0.1% | 199 |
|
|
2022
Q4 | $198K | Sell |
42,977
-1,156
| -3% | -$5.33K | 0.08% | 226 |
|
|
2022
Q3 | $215K | Hold |
44,133
| – | – | 0.1% | 193 |
|
|
2022
Q2 | $233K | Sell |
44,133
-229
| -0.5% | -$1.21K | 0.1% | 188 |
|
|
2022
Q1 | $419K | Buy |
+44,362
| New | +$419K | 0.14% | 145 |
|