Wealth Effects’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,300
Closed -$102K 231
2023
Q4
$102K Buy
+10,300
New +$102K 0.04% 217
2022
Q1
Sell
-25,165
Closed -$398K 220
2021
Q4
$398K Buy
+25,165
New +$398K 0.17% 121