Wellington Wealth Strategies’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 |
-25,208
| Closed | -$282K | – | 88 |
|
|
2024
Q3 | $282K | Buy |
+25,208
| New | +$282K | 0.21% | 60 |
|
|
2024
Q2 | – | Sell |
-27,728
| Closed | -$202K | – | 157 |
|
|
2024
Q1 | $202K | Sell |
27,728
-17,320
| -38% | -$126K | 0.09% | 139 |
|
|
2023
Q4 | $448K | Buy |
+45,048
| New | +$448K | 0.38% | 48 |
|
|
2020
Q4 | $448K | Buy |
+45,048
| New | +$448K | 0.38% | 49 |
|