Gradient Investments’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-580
| Closed | -$3.83K | – | 1129 |
|
|
2024
Q2 | $3.83K | Sell |
580
-10
| -2% | -$66 | ﹤0.01% | 896 |
|
|
2024
Q1 | $4.31K | Sell |
590
-910
| -61% | -$6.64K | ﹤0.01% | 749 |
|
|
2023
Q4 | $14.9K | Sell |
1,500
-1,400
| -48% | -$13.9K | ﹤0.01% | 758 |
|
|
2023
Q3 | $23.2K | Buy |
2,900
+2,500
| +625% | +$20K | ﹤0.01% | 650 |
|
|
2023
Q2 | $3.34K | Sell |
400
-42
| -10% | -$350 | ﹤0.01% | 1047 |
|
|
2023
Q1 | $2.68K | Buy |
442
+400
| +952% | +$2.43K | ﹤0.01% | 1072 |
|
|
2022
Q4 | $194 | Hold |
42
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q3 | $0 | Hold |
42
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q2 | $0 | Buy |
+42
| New | – | ﹤0.01% | 1368 |
|