DAM
Delta Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-75
| Closed | -$590 | – | 626 |
|
|
2024
Q3 | $590 | Hold |
75
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $496 | Hold |
75
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $548 | Hold |
75
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $746 | Hold |
75
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $599 | Hold |
75
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $626 | Hold |
75
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $455 | Hold |
75
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $346 | Buy |
+75
| New | +$346 | ﹤0.01% | 648 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$3K | – | 510 |
|
|
2021
Q4 | $3K | Buy |
175
+25
| +17% | +$429 | ﹤0.01% | 576 |
|
|
2021
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 600 |
|