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Plante Moran Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Plante Moran Financial Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,503
Closed -$37.6K – 871
2023
Q2 		$37.6K Hold
4,503
– – ﹤0.01% 341
2023
Q1 		$27.3K Hold
4,503
– – ﹤0.01% 388
2022
Q4 		$20.8K Buy
4,503
+1,952
+77% +$9.68K ﹤0.01% 450
2022
Q3 		$12K Hold
2,551
– – ﹤0.01% 558
2022
Q2 		$13K Buy
+2,551
New +$17.2K ﹤0.01% 557
2022
Q1 		– Sell
-105
Closed -$2K – 1005
2021
Q4 		$2K Buy
+105
New +$1.93K ﹤0.01% 926

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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return