Redwood Wealth Management Group’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 |
-13,066
| Closed | -$86.4K | – | 945 |
|
|
2024
Q2 | $86.4K | Buy |
+13,066
| New | +$86.4K | 0.07% | 225 |
|
|
2024
Q1 | – | Sell |
-16,166
| Closed | -$161K | – | 136 |
|
|
2023
Q4 | $161K | Sell |
16,166
-1,000
| -6% | -$9.95K | 0.18% | 117 |
|
|
2023
Q3 | $137K | Buy |
17,166
+1,116
| +7% | +$8.92K | 0.16% | 117 |
|
|
2023
Q2 | $134K | Sell |
16,050
-300
| -2% | -$2.5K | 0.15% | 125 |
|
|
2023
Q1 | $99.2K | Buy |
16,350
+2,100
| +15% | +$12.7K | 0.11% | 136 |
|
|
2022
Q4 | $65.7K | Buy |
+14,250
| New | +$65.7K | 0.08% | 132 |
|