MIAN
Mariner Independent Advisor Network’s SoFi Technologies SOFI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $2M | Buy |
408,997
+207,919
| +103% | +$1.01M | 0.09% | 236 |
|
2022
Q2 | $1.26M | Buy |
201,078
+102,276
| +104% | +$640K | 0.05% | 327 |
|
2022
Q1 | $929K | Buy |
98,802
+64,529
| +188% | +$607K | 0.04% | 365 |
|
2021
Q4 | $537K | Sell |
34,273
-2,919
| -8% | -$45.7K | 0.03% | 388 |
|
2021
Q3 | $591K | Buy |
37,192
+4,625
| +14% | +$73.5K | 0.03% | 380 |
|
2021
Q2 | $624K | Buy |
32,567
+3,227
| +11% | +$61.8K | 0.03% | 399 |
|
2021
Q1 | $503K | Buy |
+29,340
| New | +$503K | 0.03% | 363 |
|