West Branch Capital’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 |
-6
| Closed | -$44 | – | 435 |
|
|
2024
Q1 | $44 | Hold |
6
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $60 | Hold |
6
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $48 | Sell |
6
-30
| -83% | -$240 | ﹤0.01% | 440 |
|
|
2023
Q2 | $301 | Hold |
36
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $219 | Hold |
36
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $166 | Buy |
36
+6
| +20% | +$28 | ﹤0.01% | 443 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 452 |
|