Emerald Mutual Fund Advisers Trust’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,978
| Closed | -$96.7K | – | 261 |
|
|
2022
Q4 | $96.7K | Hold |
20,978
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $102K | Hold |
20,978
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $111K | Hold |
20,978
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $198K | Sell |
20,978
-57,769
| -73% | -$545K | 0.01% | 184 |
|
|
2021
Q4 | $1.25M | Buy |
78,747
+62,450
| +383% | +$987K | 0.04% | 167 |
|
|
2021
Q3 | $259K | Sell |
16,297
-446,970
| -96% | -$7.1M | 0.01% | 195 |
|
|
2021
Q2 | $8.88M | Buy |
+463,267
| New | +$8.88M | 0.29% | 110 |
|