Miller Value Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,711,202
| Closed | -$28.6M | – | 76 |
|
|
2023
Q1 | $28.6M | Sell |
4,711,202
-197,378
| -4% | -$1.2M | 1.79% | 29 |
|
|
2022
Q4 | $22.6M | Sell |
4,908,580
-177,353
| -3% | -$818K | 1.46% | 31 |
|
|
2022
Q3 | $24.8M | Buy |
5,085,933
+2,889,833
| +132% | +$14.1M | 1.51% | 28 |
|
|
2022
Q2 | $11.6M | Sell |
2,196,100
-123,578
| -5% | -$651K | 0.59% | 33 |
|
|
2022
Q1 | $21.9M | Buy |
2,319,678
+1,742
| +0.1% | +$16.5K | 0.71% | 34 |
|
|
2021
Q4 | $36.6M | Buy |
2,317,936
+18,247
| +0.8% | +$288K | 1% | 32 |
|
|
2021
Q3 | $36.5M | Sell |
2,299,689
-251,512
| -10% | -$3.99M | 0.85% | 36 |
|
|
2021
Q2 | $48.9M | Buy |
2,551,201
+2,154,713
| +543% | +$41.3M | 1.16% | 37 |
|
|
2021
Q1 | $6.8M | Buy |
+396,488
| New | +$6.8M | 0.18% | 55 |
|