Colony Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $960K | Sell |
120,196
-157
| -0.1% | -$1.25K | 0.01% | 433 |
|
|
2023
Q2 | $1M | Sell |
120,353
-13,834
| -10% | -$115K | 0.01% | 436 |
|
|
2023
Q1 | $815K | Sell |
134,187
-157
| -0.1% | -$954 | 0.01% | 471 |
|
|
2022
Q4 | $619K | Buy |
134,344
+314
| +0.2% | +$1.45K | 0.01% | 582 |
|
|
2022
Q3 | $654K | Sell |
134,030
-500
| -0.4% | -$2.44K | 0.01% | 522 |
|
|
2022
Q2 | $709K | Sell |
134,530
-11,425
| -8% | -$60.2K | 0.01% | 527 |
|
|
2022
Q1 | $1.38M | Hold |
145,955
| – | – | 0.02% | 418 |
|
|
2021
Q4 | $2.31M | Buy |
+145,955
| New | +$2.31M | 0.04% | 310 |
|