Orion Capital Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$36.5K | – | 484 |
|
|
2024
Q1 | $36.5K | Hold |
5,000
| – | – | 0.02% | 269 |
|
|
2023
Q4 | $49.8K | Buy |
5,000
+2,000
| +67% | +$19.9K | 0.03% | 234 |
|
|
2023
Q3 | $24K | Buy |
+3,000
| New | +$24K | 0.02% | 299 |
|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$30.4K | – | 365 |
|
|
2023
Q1 | $30.4K | Hold |
5,000
| – | – | 0.02% | 265 |
|
|
2022
Q4 | $23.1K | Buy |
+5,000
| New | +$23.1K | 0.02% | 252 |
|