Coppell Advisory Solutions’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$3.13K | – | 1626 |
|
|
2024
Q4 | $3.13K | Hold |
200
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q3 | $1.59K | Hold |
200
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q2 | $1.32K | Buy |
+200
| New | +$1.32K | ﹤0.01% | 1454 |
|
|
2023
Q4 | $3.64K | Buy |
+366
| New | +$3.64K | ﹤0.01% | 1179 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$2.21K | – | 1507 |
|
|
2023
Q2 | $2.21K | Buy |
+250
| New | +$2.21K | ﹤0.01% | 1001 |
|