Raymond James Financial Services Advisors’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 | $2.58M | Sell |
328,370
-11,993
| -4% | -$94.3K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $2.25M | Sell |
340,363
-14,345
| -4% | -$94.8K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $2.59M | Sell |
354,708
-196,626
| -36% | -$1.44M | ﹤0.01% | 1507 |
|
|
2023
Q4 | $5.49M | Buy |
551,334
+19,457
| +4% | +$194K | 0.01% | 1039 |
|
|
2023
Q3 | $4.25M | Sell |
531,877
-48,600
| -8% | -$388K | 0.01% | 1097 |
|
|
2023
Q2 | $4.84M | Sell |
580,477
-59,611
| -9% | -$497K | 0.01% | 1025 |
|
|
2023
Q1 | $3.89M | Sell |
640,088
-57,484
| -8% | -$349K | 0.01% | 1116 |
|
|
2022
Q4 | $3.22M | Sell |
697,572
-176,395
| -20% | -$813K | 0.01% | 1192 |
|
|
2022
Q3 | $4.27M | Buy |
873,967
+55,918
| +7% | +$273K | 0.01% | 993 |
|
|
2022
Q2 | $4.31M | Buy |
818,049
+146,908
| +22% | +$774K | 0.01% | 993 |
|
|
2022
Q1 | $6.34M | Buy |
671,141
+231,686
| +53% | +$2.19M | 0.01% | 886 |
|
|
2021
Q4 | $6.95M | Buy |
439,455
+134,237
| +44% | +$2.12M | 0.01% | 844 |
|
|
2021
Q3 | $4.85M | Buy |
305,218
+200,282
| +191% | +$3.18M | 0.01% | 991 |
|
|
2021
Q2 | $2.01M | Buy |
104,936
+10,357
| +11% | +$199K | ﹤0.01% | 1460 |
|
|
2021
Q1 | $1.62M | Buy |
94,579
+54,540
| +136% | +$935K | ﹤0.01% | 1522 |
|
|
2020
Q4 | $494K | Buy |
+40,039
| New | +$494K | ﹤0.01% | 2148 |
|