HCM
Highlander Capital Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $183K | Sell |
25,100
-1,430
| -5% | -$10.4K | 0.06% | 210 |
|
|
2023
Q4 | $264K | Buy |
26,530
+1,030
| +4% | +$10.2K | 0.09% | 167 |
|
|
2023
Q3 | $204K | Sell |
25,500
-6,350
| -20% | -$50.8K | 0.08% | 186 |
|
|
2023
Q2 | $266K | Sell |
31,850
-7,500
| -19% | -$62.6K | 0.12% | 135 |
|
|
2023
Q1 | $239K | Sell |
39,350
-2,000
| -5% | -$12.1K | 0.12% | 139 |
|
|
2022
Q4 | $191K | Buy |
41,350
+3,850
| +10% | +$17.8K | 0.1% | 154 |
|
|
2022
Q3 | $183K | Hold |
37,500
| – | – | 0.11% | 140 |
|
|
2022
Q2 | $198K | Sell |
37,500
-8,825
| -19% | -$46.6K | 0.11% | 137 |
|
|
2022
Q1 | $438K | Buy |
46,325
+10,825
| +30% | +$102K | 0.21% | 93 |
|
|
2021
Q4 | $561K | Buy |
35,500
+25,000
| +238% | +$395K | 0.26% | 80 |
|
|
2021
Q3 | $167K | Buy |
+10,500
| New | +$167K | 0.08% | 160 |
|