Pathstone Family Office’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $975K | Buy |
126,930
+11,115
| +10% | +$85.4K | 0.01% | 719 |
|
|
2023
Q2 | $925K | Buy |
115,815
+2,892
| +3% | +$23.1K | 0.01% | 509 |
|
|
2023
Q1 | $656K | Sell |
112,923
-295,883
| -72% | -$1.72M | 0.01% | 584 |
|
|
2022
Q4 | $1.87M | Buy |
408,806
+13,834
| +4% | +$63.2K | 0.02% | 518 |
|
|
2022
Q3 | $1.93M | Buy |
394,972
+201,312
| +104% | +$983K | 0.02% | 456 |
|
|
2022
Q2 | $1.02M | Buy |
193,660
+91,454
| +89% | +$482K | 0.02% | 339 |
|
|
2022
Q1 | $966K | Sell |
102,206
-82,354
| -45% | -$778K | 0.02% | 335 |
|
|
2021
Q4 | $2.92M | Sell |
184,560
-1
| -0% | -$16 | 0.07% | 139 |
|
|
2021
Q3 | $2.93M | Buy |
+184,561
| New | +$2.93M | 0.09% | 125 |
|