Cowen and Company’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41,400
| Closed | -$331K | – | 638 |
|
|
2023
Q3 | $331K | Buy |
+41,400
| New | +$331K | 0.02% | 185 |
|
|
2021
Q3 | – | Sell |
-231,600
| Closed | -$4.44M | – | 481 |
|
|
2021
Q2 | $4.44M | Buy |
231,600
+129,500
| +127% | +$2.48M | 0.23% | 45 |
|
|
2021
Q1 | $1.75M | Buy |
+102,100
| New | +$1.75M | 0.12% | 84 |
|