Retirement 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
Q1 | $7.99K | Buy |
1,095
+100
| +10% | +$730 | ﹤0.01% | 500 |
|
|
2023
Q4 | $9.9K | Hold |
995
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $7.95K | Buy |
995
+200
| +25% | +$1.6K | ﹤0.01% | 437 |
|
|
2023
Q2 | $6.63K | Buy |
795
+45
| +6% | +$375 | ﹤0.01% | 473 |
|
|
2023
Q1 | $5K | Buy |
750
+550
| +275% | +$3.67K | ﹤0.01% | 499 |
|
|
2022
Q4 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 599 |
|