FANJ
Financial Architects (New Jersey)’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-130,200
| Closed | -$1.23M | – | 248 |
|
|
2022
Q1 | $1.23M | Buy |
130,200
+75,200
| +137% | +$710K | 0.18% | 128 |
|
|
2021
Q4 | $870K | Hold |
55,000
| – | – | 0.12% | 161 |
|
|
2021
Q3 | $873K | Hold |
55,000
| – | – | 0.13% | 147 |
|
|
2021
Q2 | $1.05M | Hold |
55,000
| – | – | 0.15% | 133 |
|
|
2021
Q1 | $943K | Buy |
+55,000
| New | +$943K | 0.15% | 132 |
|