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Kesler Norman & Wride’s SoFi Technologies SOFI Stock Holding History

Kesler Norman & Wride’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,000
Closed -$86.5K – 242
2024
Q3 		$86.5K Hold
11,000
– – 0.02% 221
2024
Q2 		$72.7K Hold
11,000
– – 0.02% 167
2024
Q1 		$80.3K Buy
+11,000
New +$80.3K 0.02% 151