Laurel Wealth Advisors (North Carolina)’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$2.99K | – | 650 |
|
|
2023
Q4 | $2.99K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $2.4K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $2.5K | Hold |
300
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $1.82K | Hold |
300
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $1.38K | Hold |
300
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2021
Q3 | $5K | Sell |
300
-200
| -40% | -$3.33K | ﹤0.01% | 491 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 436 |
|