Kingsview Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,307
| Closed | -$97.1K | – | 1112 |
|
|
2024
Q1 | $97.1K | Buy |
+13,307
| New | +$97.1K | ﹤0.01% | 997 |
|
|
2023
Q4 | – | Sell |
-20,705
| Closed | -$165K | – | 1021 |
|
|
2023
Q3 | $165K | Sell |
20,705
-68,116
| -77% | -$544K | 0.01% | 898 |
|
|
2023
Q2 | $741K | Buy |
88,821
+8,203
| +10% | +$68.4K | 0.03% | 490 |
|
|
2023
Q1 | $489K | Buy |
+80,618
| New | +$489K | 0.02% | 580 |
|
|
2022
Q4 | – | Sell |
-14,567
| Closed | -$71K | – | 899 |
|
|
2022
Q3 | $71K | Buy |
+14,567
| New | +$71K | ﹤0.01% | 798 |
|