Stockman Wealth 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 |
-16,500
| Closed | -$76.1K | – | 209 |
|
|
2022
Q4 | $76.1K | Buy |
+16,500
| New | +$76.1K | 0.02% | 193 |
|
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$189K | – | 194 |
|
|
2022
Q1 | $189K | Hold |
20,000
| – | – | 0.04% | 191 |
|
|
2021
Q4 | $316K | Buy |
20,000
+2,576
| +15% | +$40.7K | 0.06% | 158 |
|
|
2021
Q3 | $277K | Buy |
+17,424
| New | +$277K | 0.06% | 163 |
|