Summit Securities Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,640
| Closed | -$69K | – | 688 |
|
|
2023
Q3 | $69K | Buy |
+8,640
| New | +$69K | 0.01% | 117 |
|
|
2022
Q1 | – | Sell |
-288,900
| Closed | -$4.57M | – | 932 |
|
|
2021
Q4 | $4.57M | Buy |
288,900
+3,000
| +1% | +$47.4K | 0.21% | 42 |
|
|
2021
Q3 | $4.54M | Buy |
285,900
+209,140
| +272% | +$3.32M | 0.35% | 24 |
|
|
2021
Q2 | $1.47M | Buy |
+76,760
| New | +$1.47M | 0.12% | 82 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 400 |
|