J.P. Morgan Private Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $842K | Sell |
105,335
-221,252
| -68% | -$1.77M | ﹤0.01% | 1047 |
|
|
2023
Q2 | $2.72M | Sell |
326,587
-176,749
| -35% | -$1.47M | 0.01% | 475 |
|
|
2023
Q1 | $3.06M | Buy |
503,336
+407,305
| +424% | +$2.47M | 0.01% | 737 |
|
|
2022
Q4 | $443K | Sell |
96,031
-649,198
| -87% | -$2.99M | ﹤0.01% | 1518 |
|
|
2022
Q3 | $3.64M | Buy |
745,229
+43,826
| +6% | +$214K | 0.01% | 645 |
|
|
2022
Q2 | $3.7M | Buy |
701,403
+167,221
| +31% | +$881K | 0.01% | 655 |
|
|
2022
Q1 | $5.05M | Buy |
534,182
+169,816
| +47% | +$1.6M | 0.01% | 610 |
|
|
2021
Q4 | $5.76M | Sell |
364,366
-30,636
| -8% | -$484K | 0.01% | 575 |
|
|
2021
Q3 | $6.27M | Buy |
395,002
+170,844
| +76% | +$2.71M | 0.02% | 539 |
|
|
2021
Q2 | $4.3M | Buy |
224,158
+30,624
| +16% | +$587K | 0.01% | 632 |
|
|
2021
Q1 | $3.32M | Buy |
+193,534
| New | +$3.32M | 0.01% | 610 |
|