Stansberry Asset 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
Q1
Sell
-82,036
Closed -$378K 107
2022
Q4
$378K Buy
82,036
+2,531
+3% +$11.7K 0.08% 92
2022
Q3
$388K Sell
79,505
-519
-0.6% -$2.53K 0.08% 93
2022
Q2
$422K Sell
80,024
-38,417
-32% -$203K 0.09% 94
2022
Q1
$1.12M Buy
118,441
+7,160
+6% +$67.6K 0.18% 72
2021
Q4
$1.76M Buy
111,281
+65,627
+144% +$1.04M 0.28% 50
2021
Q3
$725K Buy
+45,654
New +$725K 0.15% 54