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Hennessy Advisors Inc’s SoFi Technologies SOFI Stock Holding History

Hennessy Advisors Inc’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,000
Closed -$398K – 324
2023
Q4 		$398K Sell
40,000
-30,000
-43% -$238K 0.02% 278
2023
Q3 		$559K Buy
+70,000
New +$616K 0.04% 216
2022
Q2 		– Sell
-28,000
Closed -$265K – 295
2022
Q1 		$265K Sell
28,000
-152,500
-84% -$1.75M 0.01% 288
2021
Q4 		$2.85M Buy
180,500
+60,500
+50% +$1.11M 0.16% 211
2021
Q3 		$1.91M Buy
120,000
+74,000
+161% +$1.16M 0.11% 244
2021
Q2 		$882K Sell
46,000
-13,000
-22% -$241K 0.05% 256
2021
Q1 		$1.01M Buy
+59,000
New +$1.16M 0.06% 255

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