Jefferies Group’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$207K Buy
42,500
+23,108
+119% +$113K ﹤0.01% 919
2022
Q2
$102K Buy
+19,392
New +$102K ﹤0.01% 881
2022
Q1
Sell
-318,300
Closed -$5.03M 1270
2021
Q4
$5.03M Buy
+318,300
New +$5.03M 0.03% 206