RWA Wealth Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,857
| Closed | -$118K | – | 265 |
|
|
2022
Q4 | $118K | Buy |
22,857
+2,754
| +14% | +$14.2K | ﹤0.01% | 253 |
|
|
2022
Q3 | $98K | Buy |
20,103
+53
| +0.3% | +$258 | 0.01% | 238 |
|
|
2022
Q2 | $106K | Buy |
20,050
+5,081
| +34% | +$26.9K | 0.01% | 234 |
|
|
2022
Q1 | $141K | Buy |
+14,969
| New | +$141K | 0.01% | 246 |
|