HAI
Hennessy Advisors Inc’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,000
| Closed | -$398K | – | 324 |
|
|
2023
Q4 | $398K | Sell |
40,000
-30,000
| -43% | -$299K | 0.02% | 278 |
|
|
2023
Q3 | $559K | Buy |
+70,000
| New | +$559K | 0.04% | 216 |
|
|
2022
Q2 | – | Sell |
-28,000
| Closed | -$265K | – | 295 |
|
|
2022
Q1 | $265K | Sell |
28,000
-152,500
| -84% | -$1.44M | 0.01% | 288 |
|
|
2021
Q4 | $2.85M | Buy |
180,500
+60,500
| +50% | +$957K | 0.16% | 211 |
|
|
2021
Q3 | $1.91M | Buy |
120,000
+74,000
| +161% | +$1.18M | 0.11% | 244 |
|
|
2021
Q2 | $882K | Sell |
46,000
-13,000
| -22% | -$249K | 0.05% | 256 |
|
|
2021
Q1 | $1.01M | Buy |
+59,000
| New | +$1.01M | 0.06% | 255 |
|