Wagner Wealth 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
Q2 | – | Sell |
-10,000
| Closed | -$73K | – | 272 |
|
|
2024
Q1 | $73K | Buy |
+10,000
| New | +$73K | 0.02% | 152 |
|
|
2022
Q4 | – | Sell |
-2,612
| Closed | -$13K | – | 655 |
|
|
2022
Q3 | $13K | Hold |
2,612
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $14K | Buy |
+2,612
| New | +$14K | 0.01% | 393 |
|
|
2022
Q1 | – | Sell |
-2,273
| Closed | -$36K | – | 592 |
|
|
2021
Q4 | $36K | Hold |
2,273
| – | – | 0.03% | 303 |
|
|
2021
Q3 | $46K | Buy |
2,273
+273
| +14% | +$5.53K | 0.04% | 251 |
|
|
2021
Q2 | $38K | Hold |
2,000
| – | – | 0.03% | 292 |
|
|
2021
Q1 | $34K | Buy |
+2,000
| New | +$34K | 0.03% | 282 |
|