Industrial Alliance Investment Management’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 |
-2,185
| Closed | -$18K | – | 140 |
|
|
2023
Q2 | $18K | Hold |
2,185
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $13K | Hold |
2,185
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $10K | Hold |
2,185
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $11K | Hold |
2,185
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $12K | Hold |
2,185
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $21K | Hold |
2,185
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $35K | Buy |
+2,185
| New | +$35K | ﹤0.01% | 387 |
|