Cooper/Haims Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,900
| Closed | -$93.5K | – | 86 |
|
|
2024
Q3 | $93.5K | Sell |
11,900
-375
| -3% | -$2.95K | 0.05% | 85 |
|
|
2024
Q2 | $81.1K | Sell |
12,275
-1,600
| -12% | -$10.6K | 0.05% | 83 |
|
|
2024
Q1 | $101K | Buy |
13,875
+275
| +2% | +$2.01K | 0.06% | 80 |
|
|
2023
Q4 | $135K | Sell |
13,600
-1,900
| -12% | -$18.9K | 0.08% | 77 |
|
|
2023
Q3 | $124K | Sell |
15,500
-170
| -1% | -$1.36K | 0.1% | 73 |
|
|
2023
Q2 | $131K | Hold |
15,670
| – | – | 0.1% | 70 |
|
|
2023
Q1 | $95.1K | Buy |
15,670
+170
| +1% | +$1.03K | 0.08% | 68 |
|
|
2022
Q4 | $71K | Hold |
15,500
| – | – | 0.05% | 70 |
|
|
2022
Q3 | $76K | Hold |
15,500
| – | – | 0.06% | 64 |
|
|
2022
Q2 | $82K | Hold |
15,500
| – | – | 0.05% | 73 |
|
|
2022
Q1 | $146K | Buy |
15,500
+5,000
| +48% | +$47.1K | 0.1% | 75 |
|
|
2021
Q4 | $166K | Buy |
10,500
+500
| +5% | +$7.91K | 0.1% | 76 |
|
|
2021
Q3 | $159K | Hold |
10,000
| – | – | 0.1% | 78 |
|
|
2021
Q2 | $192K | Buy |
+10,000
| New | +$192K | 0.13% | 83 |
|