Fulcrum Capital’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 |
-148,056
| Closed | -$683K | – | 123 |
|
|
2022
Q4 | $683K | Hold |
148,056
| – | – | 0.2% | 59 |
|
|
2022
Q3 | $723K | Sell |
148,056
-38,000
| -20% | -$186K | 0.21% | 55 |
|
|
2022
Q2 | $981K | Buy |
186,056
+31,299
| +20% | +$165K | 0.31% | 45 |
|
|
2022
Q1 | $1.46M | Buy |
154,757
+25,121
| +19% | +$237K | 0.39% | 40 |
|
|
2021
Q4 | $2.05M | Buy |
129,636
+16,527
| +15% | +$261K | 0.44% | 42 |
|
|
2021
Q3 | $1.8M | Buy |
+113,109
| New | +$1.8M | 0.43% | 44 |
|