Joel Isaacson & Co’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-183,789
| Closed | -$1.53M | – | 320 |
|
|
2023
Q2 | $1.53M | Hold |
183,789
| – | – | 0.1% | 92 |
|
|
2023
Q1 | $1.12M | Hold |
183,789
| – | – | 0.08% | 108 |
|
|
2022
Q4 | $847K | Hold |
183,789
| – | – | 0.07% | 128 |
|
|
2022
Q3 | $897K | Hold |
183,789
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $969K | Hold |
183,789
| – | – | 0.08% | 104 |
|
|
2022
Q1 | $1.31M | Hold |
183,789
| – | – | 0.1% | 93 |
|
|
2021
Q4 | $2.91M | Buy |
183,789
+80,356
| +78% | +$1.27M | 0.2% | 53 |
|
|
2021
Q3 | $1.64M | Buy |
+103,433
| New | +$1.64M | 0.12% | 81 |
|