Raymond James Financial Services Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $3.89M | Sell |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $4.26M | Buy |
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|
2022
Q2 | $4.31M | Buy |
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|
2022
Q1 | $6.34M | Buy |
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|
2021
Q4 | $6.95M | Buy |
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|
2021
Q3 | $4.85M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $494K | Buy |
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