Proficio Capital Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,991
| Closed | -$65.3K | – | 307 |
|
|
2022
Q4 | $65.3K | Buy |
13,991
+396
| +3% | +$1.85K | 0.01% | 277 |
|
|
2022
Q3 | $65K | Buy |
13,595
+235
| +2% | +$1.12K | 0.01% | 255 |
|
|
2022
Q2 | $70K | Buy |
13,360
+411
| +3% | +$2.15K | 0.01% | 267 |
|
|
2022
Q1 | $122K | Hold |
12,949
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $205K | Hold |
12,949
| – | – | 0.03% | 291 |
|
|
2021
Q3 | $206K | Buy |
+12,949
| New | +$206K | 0.03% | 289 |
|