Total Clarity Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39,790
| Closed | -$194K | – | 260 |
|
|
2022
Q3 | $194K | Sell |
39,790
-650
| -2% | -$3.17K | 0.12% | 224 |
|
|
2022
Q2 | $213K | Sell |
40,440
-16,650
| -29% | -$87.7K | 0.11% | 190 |
|
|
2022
Q1 | $540K | Buy |
57,090
+600
| +1% | +$5.68K | 0.3% | 94 |
|
|
2021
Q4 | $893K | Buy |
56,490
+53,690
| +1,918% | +$849K | 0.41% | 64 |
|
|
2021
Q3 | $44K | Buy |
+2,800
| New | +$44K | 0.02% | 431 |
|