Evoke Wealth’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,908
| Closed | -$19K | – | 1030 |
|
|
2022
Q3 | $19K | Buy |
3,908
+408
| +12% | +$1.98K | ﹤0.01% | 650 |
|
|
2022
Q2 | $18K | Hold |
3,500
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $33K | Hold |
3,500
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $55K | Hold |
3,500
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $55K | Buy |
+3,500
| New | +$55K | ﹤0.01% | 498 |
|