Hennessy Advisors Inc’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$398K Sell
2023
Q3
$559K Buy
2022
Q2
Sell
2022
Q1
$265K Sell
2021
Q4
$2.85M Buy
2021
Q3
$1.91M Buy
2021
Q2
$882K Sell
2021
Q1
$1.01M Buy