Moneta Group 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 |
-12,348
| Closed | -$97.1K | – | 693 |
|
|
2024
Q3 | $97.1K | Buy |
+12,348
| New | +$97.1K | ﹤0.01% | 634 |
|
|
2024
Q2 | – | Sell |
-10,652
| Closed | -$77.8K | – | 628 |
|
|
2024
Q1 | $77.8K | Sell |
10,652
-640
| -6% | -$4.67K | ﹤0.01% | 589 |
|
|
2023
Q4 | $112K | Buy |
11,292
+84
| +0.7% | +$836 | ﹤0.01% | 541 |
|
|
2023
Q3 | $89.6K | Sell |
11,208
-96
| -0.8% | -$767 | ﹤0.01% | 506 |
|
|
2023
Q2 | $94.3K | Buy |
11,304
+910
| +9% | +$7.59K | ﹤0.01% | 527 |
|
|
2023
Q1 | $63.1K | Buy |
10,394
+2,244
| +28% | +$13.6K | ﹤0.01% | 522 |
|
|
2022
Q4 | $56.5K | Buy |
+8,150
| New | +$56.5K | ﹤0.01% | 447 |
|