Jamison Private 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
Q4 | – | Sell |
-565
| Closed | -$4.44K | – | 429 |
|
|
2024
Q3 | $4.44K | Sell |
565
-10
| -2% | -$79 | ﹤0.01% | 386 |
|
|
2024
Q2 | $3.8K | Hold |
575
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $4.2K | Hold |
575
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $5.72K | Buy |
575
+3
| +0.5% | +$30 | ﹤0.01% | 333 |
|
|
2023
Q3 | $4.57K | Buy |
+572
| New | +$4.57K | ﹤0.01% | 329 |
|