TCI Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-285
| Closed | -$1.73K | – | 1947 |
|
|
2023
Q1 | $1.73K | Hold |
285
| – | – | ﹤0.01% | 2000 |
|
|
2022
Q4 | $1.31K | Sell |
285
-420
| -60% | -$1.94K | ﹤0.01% | 2067 |
|
|
2022
Q3 | $3K | Hold |
705
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q2 | $4K | Buy |
705
+75
| +12% | +$426 | ﹤0.01% | 1691 |
|
|
2022
Q1 | $6K | Sell |
630
-389
| -38% | -$3.71K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $16K | Buy |
1,019
+400
| +65% | +$6.28K | ﹤0.01% | 838 |
|
|
2021
Q3 | $10K | Buy |
+619
| New | +$10K | ﹤0.01% | 1108 |
|