Convergence Financial’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-400,010
| Closed | -$2.92M | – | 148 |
|
|
2024
Q1 | $2.92M | Buy |
400,010
+150,000
| +60% | +$1.1M | 1.21% | 17 |
|
|
2023
Q4 | $2.49M | Buy |
+250,010
| New | +$2.49M | 1.11% | 15 |
|
|
2023
Q2 | – | Sell |
-200,010
| Closed | -$1.21M | – | 30 |
|
|
2023
Q1 | $1.21M | Buy |
+200,010
| New | +$1.21M | 0.89% | 12 |
|
|
2022
Q4 | – | Sell |
-150,000
| Closed | -$732K | – | 27 |
|
|
2022
Q3 | $732K | Sell |
150,000
-50,000
| -25% | -$244K | 0.8% | 10 |
|
|
2022
Q2 | $1.05M | Buy |
+200,000
| New | +$1.05M | 1.09% | 10 |
|
|
2022
Q1 | – | Sell |
-94,000
| Closed | -$1.49M | – | 26 |
|
|
2021
Q4 | $1.49M | Buy |
+94,000
| New | +$1.49M | 1.54% | 11 |
|