MSD Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25,000
| Closed | -$249K | – | 31 |
|
2023
Q4 | $249K | Hold |
25,000
| – | – | 0.02% | 16 |
|
2023
Q3 | $200K | Hold |
25,000
| – | – | 0.02% | 43 |
|
2023
Q2 | $209K | Hold |
25,000
| – | – | 0.02% | 43 |
|
2023
Q1 | $152K | Hold |
25,000
| – | – | 0.01% | 45 |
|
2022
Q4 | $115K | Hold |
25,000
| – | – | 0.01% | 53 |
|
2022
Q3 | $122K | Hold |
25,000
| – | – | 0.01% | 61 |
|
2022
Q2 | $132K | Hold |
25,000
| – | – | 0.01% | 64 |
|
2022
Q1 | $236K | Sell |
25,000
-50,000
| -67% | -$472K | 0.01% | 61 |
|
2021
Q4 | $1.19M | Buy |
+75,000
| New | +$1.19M | 0.01% | 79 |
|