Glassman Wealth Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,529
| Closed | -$45.1K | – | 1575 |
|
|
2023
Q4 | $45.1K | Sell |
4,529
-510
| -10% | -$5.08K | 0.01% | 474 |
|
|
2023
Q3 | $40.3K | Buy |
5,039
+510
| +11% | +$4.08K | 0.01% | 472 |
|
|
2023
Q2 | $37.8K | Hold |
4,529
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $27.5K | Hold |
4,529
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $20.9K | Sell |
4,529
-137
| -3% | -$632 | ﹤0.01% | 651 |
|
|
2022
Q3 | $23K | Buy |
4,666
+127
| +3% | +$626 | ﹤0.01% | 579 |
|
|
2022
Q2 | $24K | Buy |
+4,539
| New | +$24K | ﹤0.01% | 579 |
|