Psagot Value Holdings’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 |
-6,000
| Closed | -$28K | – | 598 |
|
2022
Q4 | $28K | Buy |
6,000
+2,000
| +50% | +$9.33K | 0.01% | 295 |
|
2022
Q3 | $20K | Hold |
4,000
| – | – | 0.01% | 287 |
|
2022
Q2 | $21K | Sell |
4,000
-6,000
| -60% | -$31.5K | ﹤0.01% | 253 |
|
2022
Q1 | $95K | Buy |
10,000
+5,500
| +122% | +$52.3K | 0.02% | 242 |
|
2021
Q4 | $71K | Buy |
+4,500
| New | +$71K | 0.01% | 271 |
|