Horan Securities’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,100
| Closed | -$9.17K | – | 573 |
|
|
2023
Q2 | $9.17K | Hold |
1,100
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $6.68K | Hold |
1,100
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $5.07K | Buy |
1,100
+1,000
| +1,000% | +$4.61K | ﹤0.01% | 446 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 774 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 495 |
|