Daiwa Securities 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
Q2 | – | Sell |
-9,735
| Closed | -$71K | – | 1355 |
|
|
2024
Q1 | $71K | Sell |
9,735
-636
| -6% | -$4.64K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $103K | Buy |
+10,371
| New | +$103K | ﹤0.01% | 1009 |
|
|
2023
Q3 | – | Sell |
-11,646
| Closed | -$97K | – | 1328 |
|
|
2023
Q2 | $97K | Sell |
11,646
-22,150
| -66% | -$184K | ﹤0.01% | 1010 |
|
|
2023
Q1 | $205K | Buy |
33,796
+9,680
| +40% | +$58.7K | ﹤0.01% | 926 |
|
|
2022
Q4 | $111K | Hold |
24,116
| – | – | ﹤0.01% | 979 |
|
|
2022
Q3 | $118K | Sell |
24,116
-2,260
| -9% | -$11.1K | ﹤0.01% | 990 |
|
|
2022
Q2 | $139K | Sell |
26,376
-24,435
| -48% | -$129K | ﹤0.01% | 989 |
|
|
2022
Q1 | $480K | Buy |
50,811
+6,821
| +16% | +$64.4K | ﹤0.01% | 866 |
|
|
2021
Q4 | $696K | Sell |
43,990
-256,010
| -85% | -$4.05M | ﹤0.01% | 790 |
|
|
2021
Q3 | $4.76M | Buy |
+300,000
| New | +$4.76M | 0.03% | 273 |
|