V 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
Q3 | – | Sell |
-24,094
| Closed | -$201K | – | 319 |
|
|
2023
Q2 | $201K | Sell |
24,094
-536
| -2% | -$4.47K | 0.03% | 367 |
|
|
2023
Q1 | $150K | Sell |
24,630
-8,963
| -27% | -$54.4K | 0.03% | 369 |
|
|
2022
Q4 | $155K | Buy |
33,593
+1,800
| +6% | +$8.3K | 0.03% | 353 |
|
|
2022
Q3 | $155K | Sell |
31,793
-1,986
| -6% | -$9.68K | 0.03% | 361 |
|
|
2022
Q2 | $178K | Buy |
+33,779
| New | +$178K | 0.03% | 394 |
|
|
2022
Q1 | – | Sell |
-30,370
| Closed | -$480K | – | 469 |
|
|
2021
Q4 | $480K | Buy |
+30,370
| New | +$480K | 0.07% | 264 |
|