Tilt Investment Management Holdings’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
-118,154
Closed -$944K 146
2023
Q3
$944K Sell
118,154
-29,398
-20% -$235K 0.67% 41
2023
Q2
$1.23M Hold
147,552
0.81% 29
2023
Q1
$850K Hold
147,552
0.63% 42
2022
Q4
$680K Buy
+147,552
New +$680K 0.58% 54