Loomis, Sayles & Company’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 |
-1,170
| Closed | -$12K | – | 933 |
|
|
2023
Q4 | $12K | Buy |
1,170
+24
| +2% | +$246 | ﹤0.01% | 752 |
|
|
2023
Q3 | $9K | Buy |
1,146
+599
| +110% | +$4.7K | ﹤0.01% | 817 |
|
|
2023
Q2 | $5K | Sell |
547
-1,084
| -66% | -$9.91K | ﹤0.01% | 863 |
|
|
2023
Q1 | $10K | Buy |
1,631
+1,098
| +206% | +$6.73K | ﹤0.01% | 856 |
|
|
2022
Q4 | $2K | Buy |
+533
| New | +$2K | ﹤0.01% | 824 |
|