Venture Visionary Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55,833
| Closed | -$408K | – | 570 |
|
|
2024
Q1 | $408K | Buy |
55,833
+15,901
| +40% | +$116K | 0.02% | 411 |
|
|
2023
Q4 | $397K | Sell |
39,932
-147,285
| -79% | -$1.47M | 0.02% | 389 |
|
|
2023
Q3 | $1.5M | Sell |
187,217
-3,092
| -2% | -$24.7K | 0.09% | 194 |
|
|
2023
Q2 | $1.59M | Sell |
190,309
-15,505
| -8% | -$129K | 0.09% | 184 |
|
|
2023
Q1 | $1.25M | Buy |
205,814
+53,065
| +35% | +$322K | 0.08% | 204 |
|
|
2022
Q4 | $704K | Buy |
+152,749
| New | +$704K | 0.05% | 266 |
|
|
2022
Q3 | – | Sell |
-4,100
| Closed | -$21.6K | – | 1373 |
|
|
2022
Q2 | $21.6K | Buy |
+4,100
| New | +$21.6K | ﹤0.01% | 1009 |
|
|
2022
Q1 | – | Sell |
-61,072
| Closed | -$965K | – | 535 |
|
|
2021
Q4 | $965K | Buy |
61,072
+19,515
| +47% | +$308K | 0.06% | 231 |
|
|
2021
Q3 | $660K | Buy |
+41,557
| New | +$660K | 0.05% | 280 |
|