Claro 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
Q4 | – | Sell |
-25,550
| Closed | -$201K | – | 538 |
|
|
2024
Q3 | $201K | Buy |
25,550
+7,304
| +40% | +$57.4K | 0.03% | 489 |
|
|
2024
Q2 | $121K | Sell |
18,246
-500
| -3% | -$3.31K | 0.02% | 422 |
|
|
2024
Q1 | $137K | Buy |
18,746
+297
| +2% | +$2.17K | 0.02% | 413 |
|
|
2023
Q4 | $184K | Buy |
18,449
+103
| +0.6% | +$1.03K | 0.04% | 371 |
|
|
2023
Q3 | $147K | Sell |
18,346
-22,333
| -55% | -$178K | 0.04% | 358 |
|
|
2023
Q2 | $339K | Buy |
40,679
+26,583
| +189% | +$222K | 0.08% | 246 |
|
|
2023
Q1 | $85.6K | Sell |
14,096
-100
| -0.7% | -$607 | 0.03% | 344 |
|
|
2022
Q4 | $65.4K | Buy |
+14,196
| New | +$65.4K | 0.02% | 314 |
|