West Paces Advisors’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 |
-45
| Closed | -$354 | – | 577 |
|
|
2024
Q3 | $354 | Hold |
45
| – | – | ﹤0.01% | 525 |
|
|
2024
Q2 | $297 | Hold |
45
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $329 | Hold |
45
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $448 | Hold |
45
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $360 | Hold |
45
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $375 | Hold |
45
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $273 | Hold |
45
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $207 | Hold |
45
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $220 | Sell |
45
-75
| -63% | -$367 | ﹤0.01% | 515 |
|
|
2022
Q2 | $632 | Hold |
120
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $1.13K | Buy |
120
+30
| +33% | +$284 | ﹤0.01% | 524 |
|
|
2021
Q4 | $1.42K | Buy |
90
+20
| +29% | +$316 | ﹤0.01% | 534 |
|
|
2021
Q3 | $1.11K | Buy |
+70
| New | +$1.11K | ﹤0.01% | 552 |
|