Texas Capital Bank Wealth Management Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,000
| Closed | -$393K | – | 198 |
|
|
2024
Q3 | $393K | Sell |
50,000
-50,000
| -50% | -$393K | 0.04% | 133 |
|
|
2024
Q2 | $661K | Buy |
100,000
+70,000
| +233% | +$463K | 0.07% | 102 |
|
|
2024
Q1 | $219K | Buy |
30,000
+15,000
| +100% | +$110K | 0.02% | 176 |
|
|
2023
Q4 | $149K | Sell |
15,000
-15,000
| -50% | -$149K | 0.02% | 184 |
|
|
2023
Q3 | $240K | Sell |
30,000
-10,000
| -25% | -$79.9K | 0.03% | 169 |
|
|
2023
Q2 | $334K | Hold |
40,000
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $243K | Buy |
+40,000
| New | +$243K | 0.03% | 164 |
|