Colony Group’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$960K Sell
2023
Q2
$1M Sell
2023
Q1
$815K Sell
2022
Q4
$619K Buy
2022
Q3
$654K Sell
2022
Q2
$709K Sell
2022
Q1
$1.38M Hold
2021
Q4
$2.31M Buy