Fairfield, Bush & Co’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 |
-20,400
| Closed | -$124K | – | 560 |
|
|
2023
Q1 | $124K | Buy |
20,400
+2,900
| +17% | +$17.6K | 0.04% | 142 |
|
|
2022
Q4 | $80.7K | Buy |
17,500
+2,800
| +19% | +$12.9K | 0.05% | 119 |
|
|
2022
Q3 | $72K | Hold |
14,700
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $77K | Sell |
14,700
-1,300
| -8% | -$6.81K | 0.05% | 168 |
|
|
2022
Q1 | $151K | Buy |
16,000
+4,700
| +42% | +$44.4K | 0.08% | 125 |
|
|
2021
Q4 | $179K | Buy |
+11,300
| New | +$179K | 0.09% | 126 |
|