Lincoln National Corp’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 |
-43,384
| Closed | -$317K | – | 970 |
|
2024
Q1 | $317K | Sell |
43,384
-1,271
| -3% | -$9.28K | ﹤0.01% | 937 |
|
2023
Q4 | $444K | Buy |
44,655
+2,947
| +7% | +$29.3K | 0.01% | 722 |
|
2023
Q3 | $333K | Buy |
41,708
+8,400
| +25% | +$67.1K | 0.01% | 743 |
|
2023
Q2 | $278K | Buy |
33,308
+2,615
| +9% | +$21.8K | 0.01% | 827 |
|
2023
Q1 | $186K | Sell |
30,693
-22,610
| -42% | -$137K | ﹤0.01% | 938 |
|
2022
Q4 | $246K | Buy |
53,303
+342
| +0.6% | +$1.58K | 0.01% | 793 |
|
2022
Q3 | $259K | Buy |
52,961
+812
| +2% | +$3.97K | 0.01% | 707 |
|
2022
Q2 | $275K | Sell |
52,149
-4,633
| -8% | -$24.4K | 0.01% | 688 |
|
2022
Q1 | $536K | Buy |
56,782
+1,668
| +3% | +$15.7K | 0.01% | 496 |
|
2021
Q4 | $871K | Buy |
55,114
+20,392
| +59% | +$322K | 0.02% | 375 |
|
2021
Q3 | $551K | Buy |
34,722
+16,875
| +95% | +$268K | 0.01% | 472 |
|
2021
Q2 | $342K | Buy |
+17,847
| New | +$342K | 0.01% | 616 |
|