Pursue Wealth Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64,358
| Closed | -$425K | – | 120 |
|
|
2024
Q2 | $425K | Sell |
64,358
-64,357
| -50% | -$425K | 0.23% | 63 |
|
|
2024
Q1 | $940K | Buy |
+128,715
| New | +$940K | 0.55% | 45 |
|
|
2023
Q1 | – | Sell |
-10,700
| Closed | -$49.3K | – | 106 |
|
|
2022
Q4 | $49.3K | Sell |
10,700
-75,900
| -88% | -$350K | 0.04% | 98 |
|
|
2022
Q3 | $423K | Buy |
+86,600
| New | +$423K | 0.3% | 71 |
|