Curi RMB Capital’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-99,140
| Closed | -$457K | – | 504 |
|
|
2022
Q4 | $457K | Hold |
99,140
| – | – | 0.02% | 374 |
|
|
2022
Q3 | $484K | Hold |
99,140
| – | – | 0.02% | 357 |
|
|
2022
Q2 | $522K | Hold |
99,140
| – | – | 0.02% | 345 |
|
|
2022
Q1 | $937K | Hold |
99,140
| – | – | 0.03% | 264 |
|
|
2021
Q4 | $1.57M | Buy |
+99,140
| New | +$1.57M | 0.05% | 224 |
|