Herold Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,100
Closed -$29.3K 594
2022
Q1
$29.3K Buy
+3,100
New +$29.3K 0.01% 450
2021
Q4
Sell
-2,000
Closed -$31K 573
2021
Q3
$31K Buy
+2,000
New +$31K 0.01% 453