Philadelphia Trust Company’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 | – | Sell |
-492,830
| Closed | -$4.11M | – | 233 |
|
|
2023
Q2 | $4.11M | Sell |
492,830
-7,455
| -1% | -$62.2K | 0.39% | 65 |
|
|
2023
Q1 | $3.04M | Sell |
500,285
-4,035
| -0.8% | -$24.5K | 0.31% | 76 |
|
|
2022
Q4 | $2.33M | Sell |
504,320
-65,195
| -11% | -$301K | 0.25% | 88 |
|
|
2022
Q3 | $2.78M | Sell |
569,515
-33,485
| -6% | -$163K | 0.31% | 71 |
|
|
2022
Q2 | $3.18M | Sell |
603,000
-58,385
| -9% | -$308K | 0.33% | 70 |
|
|
2022
Q1 | $6.25M | Sell |
661,385
-390
| -0.1% | -$3.69K | 0.49% | 52 |
|
|
2021
Q4 | $10.5M | Buy |
661,775
+129,490
| +24% | +$2.05M | 0.76% | 39 |
|
|
2021
Q3 | $8.45M | Buy |
+532,285
| New | +$8.45M | 0.62% | 47 |
|