Householder Group Estate & Retirement Specialist’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9K | Sell |
600
-55,755
| -99% | -$836K | 0.01% | 377 |
|
|
2024
Q3 | $442K | Buy |
56,355
+1,587
| +3% | +$12.4K | 0.13% | 151 |
|
|
2024
Q2 | $362K | Buy |
54,768
+19,548
| +56% | +$129K | 0.1% | 171 |
|
|
2024
Q1 | $257K | Buy |
35,220
+10,143
| +40% | +$74K | 0.08% | 210 |
|
|
2023
Q4 | $249K | Buy |
25,077
+4,045
| +19% | +$40.2K | 0.08% | 210 |
|
|
2023
Q3 | $168K | Buy |
+21,032
| New | +$168K | 0.06% | 236 |
|
|
2023
Q1 | $8K | Buy |
1,325
+925
| +231% | +$5.59K | ﹤0.01% | 866 |
|
|
2022
Q4 | $1K | Buy |
400
+200
| +100% | +$500 | ﹤0.01% | 350 |
|
|
2022
Q3 | $0 | Buy |
+200
| New | – | ﹤0.01% | 1190 |
|