Pine Valley Investments’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 | $338K | Sell |
21,935
-11,100
| -34% | -$171K | 0.02% | 376 |
|
2024
Q3 | $260K | Sell |
33,035
-400
| -1% | -$3.14K | 0.02% | 411 |
|
2024
Q2 | $221K | Sell |
33,435
-100
| -0.3% | -$661 | 0.01% | 419 |
|
2024
Q1 | $245K | Sell |
33,535
-2,000
| -6% | -$14.6K | 0.02% | 400 |
|
2023
Q4 | $354K | Hold |
35,535
| – | – | 0.03% | 328 |
|
2023
Q3 | $284K | Sell |
35,535
-2,700
| -7% | -$21.6K | 0.03% | 351 |
|
2023
Q2 | $319K | Buy |
38,235
+25,000
| +189% | +$209K | 0.03% | 293 |
|
2023
Q1 | $60.8K | Buy |
+13,235
| New | +$60.8K | 0.01% | 277 |
|