Valley National Advisers’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,026
| Closed | -$13K | – | 1090 |
|
|
2024
Q2 | $13K | Sell |
2,026
-1,355
| -40% | -$8.69K | ﹤0.01% | 581 |
|
|
2024
Q1 | $24K | Buy |
3,381
+2,973
| +729% | +$21.1K | ﹤0.01% | 496 |
|
|
2023
Q4 | $4K | Buy |
408
+213
| +109% | +$2.09K | ﹤0.01% | 842 |
|
|
2023
Q3 | $2K | Buy |
+195
| New | +$2K | ﹤0.01% | 851 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$1K | – | 993 |
|
|
2023
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 847 |
|