McAlister Sweet & Associates’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,900
| Closed | -$108K | – | 40 |
|
|
2023
Q2 | $108K | Sell |
12,900
-2,800
| -18% | -$23.4K | 0.09% | 37 |
|
|
2023
Q1 | $95.3K | Buy |
+15,700
| New | +$95.3K | 0.1% | 29 |
|
|
2022
Q3 | – | Sell |
-11,700
| Closed | -$62K | – | 36 |
|
|
2022
Q2 | $62K | Hold |
11,700
| – | – | 0.06% | 35 |
|
|
2022
Q1 | $111K | Buy |
+11,700
| New | +$111K | 0.12% | 30 |
|