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CWA Asset Management Group’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-19,257
Closed -$88.8K 354
2022
Q4
$88.8K Sell
19,257
-123,037
-86% -$567K 0.01% 309
2022
Q3
$694K Sell
142,294
-30,116
-17% -$147K 0.07% 142
2022
Q2
$909K Buy
172,410
+1,186
+0.7% +$6.25K 0.09% 126
2022
Q1
$1.62M Sell
171,224
-1,749
-1% -$16.5K 0.12% 107
2021
Q4
$2.74M Buy
+172,973
New +$2.74M 0.2% 96