Joel Isaacson & Co’s SoFi Technologies SOFI Stock Holding History

Joel Isaacson & Co’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.53M	Hold
2023 Q1	$1.12M	Hold
2022 Q4	$847K	Hold
2022 Q3	$897K	Hold
2022 Q2	$969K	Hold
2022 Q1	$1.31M	Hold
2021 Q4	$2.91M	Buy
2021 Q3	$1.64M	Buy