NewEdge Wealth’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-47,000
Closed -$444K 577
2022
Q1
$444K Hold
47,000
0.02% 317
2021
Q4
$743K Buy
+47,000
New +$743K 0.03% 255