DFPG Investments’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.68M | Buy |
321,940
+24,937
| +8% | +$207K | 0.21% | 119 |
|
|
2023
Q3 | $2.03M | Buy |
297,003
+161,752
| +120% | +$1.11M | 0.19% | 128 |
|
|
2023
Q2 | $1.33M | Buy |
135,251
+90,000
| +199% | +$887K | 0.12% | 173 |
|
|
2023
Q1 | $275K | Buy |
45,251
+25,694
| +131% | +$156K | 0.03% | 448 |
|
|
2022
Q4 | $101K | Sell |
19,557
-413,601
| -95% | -$2.13M | 0.02% | 425 |
|
|
2022
Q3 | $2.23M | Buy |
433,158
+71
| +0% | +$366 | 0.95% | 33 |
|
|
2022
Q2 | $2.75M | Buy |
433,087
+153,035
| +55% | +$972K | 1.2% | 22 |
|
|
2022
Q1 | $2M | Buy |
280,052
+159,661
| +133% | +$1.14M | 0.78% | 38 |
|
|
2021
Q4 | $1.81M | Sell |
120,391
-76,544
| -39% | -$1.15M | 0.75% | 39 |
|
|
2021
Q3 | $3.86M | Buy |
+196,935
| New | +$3.86M | 1.46% | 19 |
|