Paloma 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
Q4 | – | Sell |
-14,176
| Closed | -$111K | – | 771 |
|
|
2024
Q3 | $111K | Buy |
+14,176
| New | +$111K | ﹤0.01% | 768 |
|
|
2022
Q2 | – | Sell |
-54,934
| Closed | -$519K | – | 1226 |
|
|
2022
Q1 | $519K | Sell |
54,934
-15,406
| -22% | -$146K | 0.02% | 491 |
|
|
2021
Q4 | $1.11M | Buy |
+70,340
| New | +$1.11M | 0.02% | 491 |
|