Steward Partners Investment Advisory’s SoFi Technologies, Inc. Warrants SOFIW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,000
Closed -$12K 3400
2021
Q3
$12K Buy
2,000
+1,250
+167% +$7.57K ﹤0.01% 2558
2021
Q2
$6K Buy
+750
New +$4.92K ﹤0.01% 6463

Steward Partners Investment Advisory's SOFIW Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of SoFi Technologies, Inc. Warrants (SOFIW) in Q4 2021, closing a stake of 2,000 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in SOFIW in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 0 funds tracked by Wall St. Rank hold SOFIW as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining SoFi Technologies, Inc. Warrants position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,000 SoFi Technologies, Inc. Warrants shares in Q4 2021, an estimated $12K.
  • Steward Partners Investment Advisory first reported a position in SoFi Technologies, Inc. Warrants in Q2 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's SoFi Technologies, Inc. Warrants position peaked at $12K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held SoFi Technologies, Inc. Warrants as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.