Insigneo Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,602
| Closed | -$102K | – | 651 |
|
|
2024
Q2 | $102K | Buy |
15,602
+3,349
| +27% | +$21.9K | 0.01% | 525 |
|
|
2024
Q1 | $89.4K | Sell |
12,253
-1,010
| -8% | -$7.37K | 0.01% | 473 |
|
|
2023
Q4 | $132K | Buy |
+13,263
| New | +$132K | 0.02% | 423 |
|
|
2023
Q3 | – | Sell |
-12,053
| Closed | -$101K | – | 396 |
|
|
2023
Q2 | $101K | Buy |
+12,053
| New | +$101K | 0.02% | 332 |
|