Gofen & Glossberg’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$60K Hold
13,000
﹤0.01% 552
2022
Q3
$63K Hold
13,000
﹤0.01% 530
2022
Q2
$69K Hold
13,000
﹤0.01% 532
2022
Q1
$123K Hold
13,000
﹤0.01% 571
2021
Q4
$206K Sell
13,000
-75
-0.6% -$1.19K ﹤0.01% 555
2021
Q3
$208K Buy
+13,075
New +$208K ﹤0.01% 550