Cutler 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
Q1 | $189K | Sell |
25,946
-15,331
| -37% | -$112K | 0.06% | 192 |
|
|
2023
Q4 | $410K | Buy |
41,277
+3,159
| +8% | +$31.4K | 0.04% | 273 |
|
|
2023
Q3 | $304K | Sell |
38,118
-9,892
| -21% | -$78.9K | 0.03% | 321 |
|
|
2023
Q2 | $400K | Sell |
48,010
-27,119
| -36% | -$226K | 0.06% | 226 |
|
|
2023
Q1 | $456K | Buy |
75,129
+38,528
| +105% | +$234K | 0.05% | 220 |
|
|
2022
Q4 | $168K | Buy |
36,601
+28,863
| +373% | +$132K | 0.01% | 489 |
|
|
2022
Q3 | $37K | Sell |
7,738
-32,002
| -81% | -$153K | ﹤0.01% | 992 |
|
|
2022
Q2 | $209K | Sell |
39,740
-221,886
| -85% | -$1.17M | 0.01% | 452 |
|
|
2022
Q1 | $2.47M | Sell |
261,626
-220,078
| -46% | -$2.08M | 0.13% | 96 |
|
|
2021
Q4 | $7.62M | Buy |
481,704
+89,842
| +23% | +$1.42M | 0.32% | 36 |
|
|
2021
Q3 | $6.22M | Buy |
391,862
+205,551
| +110% | +$3.26M | 0.28% | 43 |
|
|
2021
Q2 | $3.57M | Buy |
186,311
+104,121
| +127% | +$2M | 0.17% | 84 |
|
|
2021
Q1 | $1.41M | Buy |
82,190
+72,690
| +765% | +$1.25M | 0.07% | 190 |
|
|
2020
Q4 | $118K | Buy |
+9,500
| New | +$118K | 0.01% | 737 |
|