Iron Horse 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 | – | Sell |
-4
| Closed | -$29 | – | 494 |
|
|
2024
Q1 | $29 | Hold |
4
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $40 | Hold |
4
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $32 | Hold |
4
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $33 | Hold |
4
| – | – | ﹤0.01% | 314 |
|
|
2023
Q1 | $24 | Sell |
4
-100
| -96% | -$600 | ﹤0.01% | 352 |
|
|
2022
Q4 | $0 | Buy |
104
+100
| +2,500% | – | ﹤0.01% | 277 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 313 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 268 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 246 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 238 |
|