KOCAA
Knights of Columbus Asset Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-201,394
| Closed | -$1.33M | – | 438 |
|
|
2024
Q2 | $1.33M | Hold |
201,394
| – | – | 0.09% | 245 |
|
|
2024
Q1 | $1.47M | Hold |
201,394
| – | – | 0.11% | 227 |
|
|
2023
Q4 | $2M | Hold |
201,394
| – | – | 0.13% | 231 |
|
|
2023
Q3 | $1.61M | Hold |
201,394
| – | – | 0.15% | 205 |
|
|
2023
Q2 | $1.68M | Sell |
201,394
-60,336
| -23% | -$503K | 0.15% | 209 |
|
|
2023
Q1 | $1.59M | Sell |
261,730
-254,310
| -49% | -$1.54M | 0.16% | 206 |
|
|
2022
Q4 | $2.38M | Sell |
516,040
-74,266
| -13% | -$342K | 0.25% | 138 |
|
|
2022
Q3 | $2.88M | Buy |
590,306
+382,344
| +184% | +$1.87M | 0.29% | 106 |
|
|
2022
Q2 | $1.1M | Buy |
207,962
+4,169
| +2% | +$22K | 0.11% | 215 |
|
|
2022
Q1 | $1.93M | Sell |
203,793
-842
| -0.4% | -$7.96K | 0.16% | 193 |
|
|
2021
Q4 | $3.24M | Buy |
204,635
+74,120
| +57% | +$1.17M | 0.26% | 115 |
|
|
2021
Q3 | $2.07M | Buy |
+130,515
| New | +$2.07M | 0.19% | 182 |
|