Liberty One Investment 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
Q4 | – | Sell |
-313
| Closed | -$2.46K | – | 177 |
|
|
2024
Q3 | $2.46K | Sell |
313
-1,660
| -84% | -$13K | ﹤0.01% | 167 |
|
|
2024
Q2 | $13K | Sell |
1,973
-93
| -5% | -$613 | ﹤0.01% | 177 |
|
|
2024
Q1 | $15.1K | Buy |
2,066
+94
| +5% | +$686 | ﹤0.01% | 178 |
|
|
2023
Q4 | $19.6K | Buy |
1,972
+654
| +50% | +$6.51K | ﹤0.01% | 140 |
|
|
2023
Q3 | $10.5K | Buy |
1,318
+133
| +11% | +$1.06K | ﹤0.01% | 137 |
|
|
2023
Q2 | $9.88K | Hold |
1,185
| – | – | ﹤0.01% | 142 |
|
|
2023
Q1 | $7.19K | Buy |
+1,185
| New | +$7.19K | ﹤0.01% | 157 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$1K | – | 161 |
|
|
2022
Q1 | $1K | Buy |
+129
| New | +$1K | ﹤0.01% | 166 |
|