Simplicity Solutions’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$111K Sell
11,193
-6,192
-36% -$61.6K ﹤0.01% 1012
2023
Q3
$139K Buy
17,385
+5,147
+42% +$41.1K ﹤0.01% 924
2023
Q2
$102K Sell
12,238
-10,549
-46% -$88K ﹤0.01% 1006
2023
Q1
$138K Buy
+22,787
New +$138K ﹤0.01% 1045