Silicon Hills Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,792
| Closed | -$120K | – | 86 |
|
|
2023
Q1 | $120K | Hold |
19,792
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $91.2K | Hold |
19,792
| – | – | 0.07% | 92 |
|
|
2022
Q3 | $97K | Hold |
19,792
| – | – | 0.08% | 90 |
|
|
2022
Q2 | $104K | Hold |
19,792
| – | – | 0.08% | 95 |
|
|
2022
Q1 | $187K | Hold |
19,792
| – | – | 0.12% | 105 |
|
|
2021
Q4 | $313K | Hold |
19,792
| – | – | 0.19% | 94 |
|
|
2021
Q3 | $314K | Hold |
19,792
| – | – | 0.22% | 90 |
|
|
2021
Q2 | $379K | Hold |
19,792
| – | – | 0.29% | 66 |
|
|
2021
Q1 | $339K | Buy |
+19,792
| New | +$339K | 0.31% | 70 |
|