HBK Sorce Advisory’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 |
-15,060
| Closed | -$69K | – | 791 |
|
|
2022
Q4 | $69K | Buy |
+15,060
| New | +$69K | ﹤0.01% | 706 |
|
|
2022
Q2 | – | Sell |
-10,722
| Closed | -$101K | – | 546 |
|
|
2022
Q1 | $101K | Sell |
10,722
-1,911
| -15% | -$18K | 0.01% | 529 |
|
|
2021
Q4 | $200K | Buy |
+12,633
| New | +$200K | 0.01% | 559 |
|