Phoenix Financial’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-660,491
| Closed | -$4.01M | – | 351 |
|
|
2023
Q1 | $4.01M | Sell |
660,491
-807,509
| -55% | -$4.9M | 0.09% | 101 |
|
|
2022
Q4 | $6.77M | Hold |
1,468,000
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $7.11M | Hold |
1,468,000
| – | – | 0.16% | 82 |
|
|
2022
Q2 | $7.74M | Hold |
1,468,000
| – | – | 0.16% | 88 |
|
|
2022
Q1 | $13.9M | Buy |
1,468,000
+172,000
| +13% | +$1.63M | 0.23% | 85 |
|
|
2021
Q4 | $20.5M | Sell |
1,296,000
-161,000
| -11% | -$2.55M | 0.34% | 73 |
|
|
2021
Q3 | $23.1M | Sell |
1,457,000
-43,000
| -3% | -$683K | 0.4% | 76 |
|
|
2021
Q2 | $28.8M | Buy |
+1,500,000
| New | +$28.8M | 0.55% | 71 |
|