VitalStone Financial’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 | $484K | Sell |
61,536
-6,711
| -10% | -$52.7K | 0.33% | 63 |
|
|
2024
Q2 | $451K | Buy |
68,247
+7,541
| +12% | +$49.8K | 0.33% | 62 |
|
|
2024
Q1 | $443K | Sell |
60,706
-17,192
| -22% | -$125K | 0.34% | 53 |
|
|
2023
Q4 | $775K | Sell |
77,898
-14,552
| -16% | -$145K | 0.62% | 31 |
|
|
2023
Q3 | $642K | Buy |
92,450
+50,155
| +119% | +$348K | 0.54% | 34 |
|
|
2023
Q2 | $252K | Buy |
42,295
+36,434
| +622% | +$217K | 0.14% | 82 |
|
|
2023
Q1 | $93K | Sell |
5,861
-36,734
| -86% | -$583K | 0.08% | 85 |
|
|
2022
Q4 | $190K | Buy |
+42,595
| New | +$190K | 0.13% | 59 |
|