Compagnie Lombard Odier SCmA’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.72K | Buy |
+534
| New | +$9.72K | ﹤0.01% | 388 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 505 |
|
2024
Q2 | – | Sell |
-2,200
| Closed | -$16.1K | – | 512 |
|
2024
Q1 | $16.1K | Sell |
2,200
-10,000
| -82% | -$73K | ﹤0.01% | 412 |
|
2023
Q4 | $121K | Buy |
12,200
+2,200
| +22% | +$21.9K | ﹤0.01% | 337 |
|
2023
Q3 | $79.9K | Hold |
10,000
| – | – | ﹤0.01% | 382 |
|
2023
Q2 | $83.4K | Buy |
+10,000
| New | +$83.4K | ﹤0.01% | 368 |
|