Jupiter Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110,049
| Closed | -$1.09M | – | 525 |
|
|
2023
Q4 | $1.09M | Sell |
110,049
-59,536
| -35% | -$592K | 0.01% | 370 |
|
|
2023
Q3 | $1.35M | Sell |
169,585
-98,138
| -37% | -$784K | 0.02% | 371 |
|
|
2023
Q2 | $2.23M | Buy |
+267,723
| New | +$2.23M | 0.02% | 369 |
|
|
2021
Q4 | – | Sell |
-70,000
| Closed | -$1.11M | – | 637 |
|
|
2021
Q3 | $1.11M | Buy |
+70,000
| New | +$1.11M | 0.01% | 406 |
|