Raymond James & Associates’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 | $4.18M | Buy |
531,363
+11,062
| +2% | +$86.9K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $3.44M | Buy |
520,301
+115,639
| +29% | +$764K | ﹤0.01% | 1834 |
|
|
2024
Q1 | $2.95M | Buy |
404,662
+105,012
| +35% | +$767K | ﹤0.01% | 1917 |
|
|
2023
Q4 | $2.98M | Buy |
299,650
+32,345
| +12% | +$322K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $2.14M | Sell |
267,305
-83,152
| -24% | -$664K | ﹤0.01% | 1976 |
|
|
2023
Q2 | $2.92M | Sell |
350,457
-31,616
| -8% | -$264K | ﹤0.01% | 1823 |
|
|
2023
Q1 | $2.32M | Sell |
382,073
-30,390
| -7% | -$184K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $1.9M | Sell |
412,463
-544,000
| -57% | -$2.51M | ﹤0.01% | 2012 |
|
|
2022
Q3 | $4.67M | Sell |
956,463
-64,595
| -6% | -$315K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $5.38M | Buy |
1,021,058
+86,759
| +9% | +$457K | 0.01% | 1354 |
|
|
2022
Q1 | $8.83M | Buy |
934,299
+161,398
| +21% | +$1.53M | 0.01% | 1137 |
|
|
2021
Q4 | $12.2M | Buy |
772,901
+189,030
| +32% | +$2.99M | 0.01% | 984 |
|
|
2021
Q3 | $9.27M | Buy |
583,871
+493,963
| +549% | +$7.84M | 0.01% | 1098 |
|
|
2021
Q2 | $1.72M | Buy |
89,908
+43,787
| +95% | +$840K | ﹤0.01% | 2201 |
|
|
2021
Q1 | $791K | Buy |
+46,121
| New | +$791K | ﹤0.01% | 2661 |
|