PFG Private Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,250
| Closed | -$9.99K | – | 291 |
|
|
2023
Q3 | $9.99K | Buy |
+1,250
| New | +$9.99K | 0.01% | 191 |
|
|
2023
Q2 | – | Sell |
-1,250
| Closed | -$7.59K | – | 293 |
|
|
2023
Q1 | $7.59K | Hold |
1,250
| – | – | ﹤0.01% | 217 |
|
|
2022
Q4 | $6K | Hold |
1,250
| – | – | ﹤0.01% | 214 |
|
|
2022
Q3 | $6K | Buy |
+1,250
| New | +$6K | ﹤0.01% | 208 |
|
|
2022
Q2 | – | Sell |
-1,250
| Closed | -$12K | – | 332 |
|
|
2022
Q1 | $12K | Buy |
+1,250
| New | +$12K | 0.01% | 197 |
|