M. Kulyk & Associates’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 |
-74,901
| Closed | -$589K | – | 116 |
|
|
2024
Q3 | $589K | Hold |
74,901
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $495K | Hold |
74,901
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $547K | Hold |
74,901
| – | – | 0.13% | 66 |
|
|
2023
Q4 | $745K | Hold |
74,901
| – | – | 0.17% | 62 |
|
|
2023
Q3 | $598K | Hold |
74,901
| – | – | 0.17% | 62 |
|
|
2023
Q2 | $625K | Hold |
74,901
| – | – | 0.17% | 65 |
|
|
2023
Q1 | $455K | Hold |
74,901
| – | – | 0.14% | 71 |
|
|
2022
Q4 | $345K | Hold |
74,901
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $366K | Hold |
74,901
| – | – | 0.13% | 77 |
|
|
2022
Q2 | $395K | Hold |
74,901
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $708K | Hold |
74,901
| – | – | 0.19% | 59 |
|
|
2021
Q4 | $1.18M | Hold |
74,901
| – | – | 0.31% | 47 |
|
|
2021
Q3 | $1.19M | Buy |
+74,901
| New | +$1.19M | 0.38% | 43 |
|