Davidson Capital Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-757
| Closed | -$4.6K | – | 85 |
|
|
2023
Q1 | $4.6K | Buy |
757
+231
| +44% | +$1.4K | ﹤0.01% | 59 |
|
|
2022
Q4 | $2.43K | Buy |
526
+70
| +15% | +$323 | ﹤0.01% | 106 |
|
|
2022
Q3 | $2K | Buy |
456
+131
| +40% | +$575 | ﹤0.01% | 78 |
|
|
2022
Q2 | $2K | Buy |
325
+92
| +39% | +$566 | ﹤0.01% | 73 |
|
|
2022
Q1 | $2K | Buy |
233
+55
| +31% | +$472 | ﹤0.01% | 82 |
|
|
2021
Q4 | $3K | Buy |
+178
| New | +$3K | ﹤0.01% | 83 |
|