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