Wedbush Securities’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 |
-10,700
| Closed | -$78K | – | 1283 |
|
|
2024
Q1 | $78K | Buy |
+10,700
| New | +$78K | ﹤0.01% | 1192 |
|
|
2023
Q2 | – | Sell |
-17,000
| Closed | -$103K | – | 1122 |
|
|
2023
Q1 | $103K | Sell |
17,000
-2,100
| -11% | -$12.7K | 0.01% | 1011 |
|
|
2022
Q4 | $88K | Sell |
19,100
-17,407
| -48% | -$80.2K | ﹤0.01% | 997 |
|
|
2022
Q3 | $178K | Buy |
36,507
+900
| +3% | +$4.39K | 0.01% | 915 |
|
|
2022
Q2 | $188K | Buy |
+35,607
| New | +$188K | 0.01% | 941 |
|
|
2022
Q1 | – | Sell |
-25,882
| Closed | -$409K | – | 1194 |
|
|
2021
Q4 | $409K | Buy |
25,882
+10,290
| +66% | +$163K | 0.02% | 721 |
|
|
2021
Q3 | $248K | Buy |
15,592
+3,132
| +25% | +$49.8K | 0.01% | 960 |
|
|
2021
Q2 | $239K | Sell |
12,460
-20,700
| -62% | -$397K | 0.01% | 978 |
|
|
2021
Q1 | $569K | Buy |
+33,160
| New | +$569K | 0.03% | 536 |
|