Insight Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-42,888
Closed -$678K 346
2021
Q4
$678K Buy
42,888
+17,065
+66% +$270K 0.2% 121
2021
Q3
$601K Buy
+25,823
New +$601K 0.18% 147