Fairfield Financial Advisors’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 | – | Sell |
-100
| Closed | -$799 | – | 319 |
|
|
2023
Q3 | $799 | Hold |
100
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $834 | Hold |
100
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $572 | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $461 | Hold |
100
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $488 | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2022
Q2 | $527 | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $945 | Buy |
+100
| New | +$945 | ﹤0.01% | 294 |
|