Plante Moran Financial Advisors’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 |
-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% | +$9K | ﹤0.01% | 450 |
|
|
2022
Q3 | $12K | Hold |
2,551
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $13K | Buy |
+2,551
| New | +$13K | ﹤0.01% | 555 |
|
|
2022
Q1 | – | Sell |
-105
| Closed | -$2K | – | 1005 |
|
|
2021
Q4 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 926 |
|