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 |
|