Manchester Capital 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
Q2 | – | Sell |
-2,676
| Closed | -$19.5K | – | 1176 |
|
|
2024
Q1 | $19.5K | Hold |
2,676
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $26.6K | Sell |
2,676
-1,508
| -36% | -$15K | ﹤0.01% | 494 |
|
|
2023
Q3 | $33.4K | Hold |
4,184
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $34.9K | Hold |
4,184
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $25.4K | Buy |
4,184
+901
| +27% | +$5.47K | ﹤0.01% | 482 |
|
|
2022
Q4 | $15.1K | Buy |
3,283
+961
| +41% | +$4.43K | ﹤0.01% | 435 |
|
|
2022
Q3 | $11K | Hold |
2,322
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $12K | Buy |
2,322
+723
| +45% | +$3.74K | ﹤0.01% | 461 |
|
|
2022
Q1 | $15K | Buy |
1,599
+769
| +93% | +$7.21K | ﹤0.01% | 499 |
|
|
2021
Q4 | $13K | Buy |
+830
| New | +$13K | ﹤0.01% | 534 |
|
|
2021
Q1 | – | Sell |
-32,697
| Closed | -$407K | – | 767 |
|
|
2020
Q4 | $407K | Buy |
+32,697
| New | +$407K | 0.06% | 167 |
|