SkyView Investment Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,994
| Closed | -$24K | – | 439 |
|
|
2023
Q3 | $24K | Sell |
2,994
-17,313
| -85% | -$139K | 0.01% | 312 |
|
|
2023
Q2 | $169K | Hold |
20,307
| – | – | 0.04% | 365 |
|
|
2023
Q1 | $123K | Buy |
20,307
+3,150
| +18% | +$19.1K | 0.03% | 367 |
|
|
2022
Q4 | $79K | Hold |
17,157
| – | – | 0.02% | 367 |
|
|
2022
Q3 | $84K | Hold |
17,157
| – | – | 0.02% | 401 |
|
|
2022
Q2 | $91K | Sell |
17,157
-7,006
| -29% | -$37.2K | 0.02% | 439 |
|
|
2022
Q1 | $186K | Buy |
24,163
+14,163
| +142% | +$109K | 0.04% | 427 |
|
|
2021
Q4 | $158K | Buy |
+10,000
| New | +$158K | 0.04% | 418 |
|
|
2021
Q3 | – | Sell |
-43,050
| Closed | -$738K | – | 427 |
|
|
2021
Q2 | $738K | Hold |
43,050
| – | – | 0.34% | 72 |
|
|
2021
Q1 | $738K | Buy |
+43,050
| New | +$738K | 0.33% | 74 |
|