ICA Group Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.41K | Buy |
515
+290
| +129% | +$1.92K | ﹤0.01% | 625 |
|
|
2024
Q1 | $1.64K | Buy |
+225
| New | +$1.64K | ﹤0.01% | 1199 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$417 | – | 1067 |
|
|
2023
Q2 | $417 | Sell |
50
-3,100
| -98% | -$25.9K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $19.1K | Buy |
3,150
+50
| +2% | +$304 | ﹤0.01% | 677 |
|
|
2022
Q4 | $14.3K | Buy |
+3,100
| New | +$14.3K | ﹤0.01% | 754 |
|