Credit Suisse’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$6.98M Sell
956,315
-1,886,217
-66% -$13.8M 0.01% 1101
2023
Q4
$28.3M Buy
2,842,532
+164,880
+6% +$1.64M 0.03% 555
2023
Q3
$21.4M Sell
2,677,652
-31,734
-1% -$254K 0.02% 610
2023
Q2
$22.6M Buy
2,709,386
+529,565
+24% +$4.42M 0.02% 619
2023
Q1
$13.2M Buy
2,179,821
+432,245
+25% +$2.62M 0.01% 808
2022
Q4
$8.06M Sell
1,747,576
-65,420
-4% -$302K 0.01% 1013
2022
Q3
$8.85M Sell
1,812,996
-1,571,851
-46% -$7.67M 0.01% 963
2022
Q2
$17.8M Buy
3,384,847
+1,336,754
+65% +$7.05M 0.02% 713
2022
Q1
$19.4M Sell
2,048,093
-1,754,013
-46% -$16.6M 0.02% 778
2021
Q4
$60.1M Buy
3,802,106
+2,063,694
+119% +$32.6M 0.03% 395
2021
Q3
$27.6M Buy
1,738,412
+150,070
+9% +$2.38M 0.02% 693
2021
Q2
$30.4M Buy
1,588,342
+1,574,042
+11,007% +$30.2M 0.02% 685
2021
Q1
$245K Buy
+14,300
New +$245K ﹤0.01% 3218