Creegan & Nassoura Financial Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,625
| Closed | -$176K | – | 78 |
|
|
2024
Q2 | $176K | Sell |
26,625
-300
| -1% | -$1.98K | 0.12% | 78 |
|
|
2024
Q1 | $197K | Hold |
26,925
| – | – | 0.13% | 77 |
|
|
2023
Q4 | $268K | Hold |
26,925
| – | – | 0.19% | 73 |
|
|
2023
Q3 | $215K | Sell |
26,925
-1,700
| -6% | -$13.6K | 0.17% | 74 |
|
|
2023
Q2 | $239K | Sell |
28,625
-4,500
| -14% | -$37.5K | 0.18% | 75 |
|
|
2023
Q1 | $201K | Sell |
33,125
-100
| -0.3% | -$607 | 0.15% | 76 |
|
|
2022
Q4 | $153K | Sell |
33,225
-9,025
| -21% | -$41.6K | 0.12% | 75 |
|
|
2022
Q3 | $206K | Hold |
42,250
| – | – | 0.18% | 76 |
|
|
2022
Q2 | $223K | Sell |
42,250
-300
| -0.7% | -$1.58K | 0.19% | 72 |
|
|
2022
Q1 | $402K | Hold |
42,550
| – | – | 0.3% | 68 |
|
|
2021
Q4 | $673K | Hold |
42,550
| – | – | 0.51% | 59 |
|
|
2021
Q3 | $676K | Buy |
42,550
+14,475
| +52% | +$230K | 0.58% | 55 |
|
|
2021
Q2 | $538K | Sell |
28,075
-500
| -2% | -$9.58K | 0.46% | 60 |
|
|
2021
Q1 | $490K | Buy |
+28,575
| New | +$490K | 0.44% | 59 |
|