Suncoast Equity Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,000
Closed -$119K 76
2023
Q4
$119K Hold
12,000
0.02% 69
2023
Q3
$95.9K Hold
12,000
0.01% 72
2023
Q2
$100K Hold
12,000
0.02% 72
2023
Q1
$72.8K Buy
+12,000
New +$72.8K 0.01% 66