MMBG Investment Advisors’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 |
-54,015
| Closed | -$425K | – | 172 |
|
|
2024
Q3 | $425K | Hold |
54,015
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $357K | Buy |
+54,015
| New | +$357K | 0.04% | 126 |
|
|
2023
Q3 | – | Sell |
-51,090
| Closed | -$453K | – | 156 |
|
|
2023
Q2 | $453K | Sell |
51,090
-69,190
| -58% | -$614K | 0.06% | 123 |
|
|
2023
Q1 | $730K | Hold |
120,280
| – | – | 0.09% | 97 |
|
|
2022
Q4 | $554K | Hold |
120,280
| – | – | 0.07% | 108 |
|
|
2022
Q3 | $587K | Hold |
120,280
| – | – | 0.08% | 106 |
|
|
2022
Q2 | $634K | Hold |
120,280
| – | – | 0.08% | 105 |
|
|
2022
Q1 | $1.14M | Buy |
120,280
+93,130
| +343% | +$880K | 0.12% | 86 |
|
|
2021
Q4 | $429K | Buy |
+27,150
| New | +$429K | 0.04% | 130 |
|