Vivaldi Capital Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,788
| Closed | -$124K | – | 291 |
|
|
2024
Q3 | $124K | Hold |
15,788
| – | – | 0.04% | 221 |
|
|
2024
Q2 | $104K | Hold |
15,788
| – | – | 0.03% | 227 |
|
|
2024
Q1 | $110K | Hold |
15,788
| – | – | 0.03% | 218 |
|
|
2023
Q4 | $127K | Sell |
15,788
-34
| -0.2% | -$273 | 0.04% | 216 |
|
|
2023
Q3 | $126K | Buy |
15,822
+34
| +0.2% | +$272 | 0.04% | 188 |
|
|
2023
Q2 | $132K | Hold |
15,788
| – | – | 0.04% | 193 |
|
|
2023
Q1 | $95.8K | Sell |
15,788
-71
| -0.4% | -$431 | 0.03% | 198 |
|
|
2022
Q4 | $76.4K | Hold |
15,859
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $79K | Sell |
15,859
-1,000
| -6% | -$4.98K | 0.02% | 217 |
|
|
2022
Q2 | $89K | Hold |
16,859
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $114K | Hold |
16,859
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $267K | Sell |
16,859
-4,000
| -19% | -$63.3K | 0.06% | 173 |
|
|
2021
Q3 | $331K | Sell |
20,859
-1,000
| -5% | -$15.9K | 0.07% | 166 |
|
|
2021
Q2 | $328K | Buy |
+21,859
| New | +$328K | 0.07% | 179 |
|
|
2021
Q1 | – | Sell |
-16,582
| Closed | -$206K | – | 380 |
|
|
2020
Q4 | $206K | Buy |
+16,582
| New | +$206K | 0.04% | 250 |
|