J. Goldman & Co’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 | – | Hold |
0
| – | – | – | 440 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 385 |
|
|
2023
Q4 | – | Sell |
-644,386
| Closed | -$5.15M | – | 340 |
|
|
2023
Q3 | $5.15M | Buy |
+644,386
| New | +$5.15M | 0.18% | 90 |
|
|
2023
Q2 | – | Sell |
-1,561,955
| Closed | -$9.48M | – | 366 |
|
|
2023
Q1 | $9.48M | Buy |
1,561,955
+1,356,493
| +660% | +$8.23M | 0.38% | 61 |
|
|
2022
Q4 | $947K | Sell |
205,462
-1,904,632
| -90% | -$8.78M | 0.05% | 168 |
|
|
2022
Q3 | $10.3M | Buy |
+2,110,094
| New | +$10.3M | 0.49% | 38 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 346 |
|
|
2022
Q1 | – | Sell |
-12,022
| Closed | -$190K | – | 331 |
|
|
2021
Q4 | $190K | Buy |
+12,022
| New | +$190K | 0.01% | 235 |
|
|
2021
Q1 | – | Sell |
-212,603
| Closed | -$2.65M | – | 414 |
|
|
2020
Q4 | $2.65M | Buy |
+212,603
| New | +$2.65M | 0.13% | 126 |
|