Woodmont Investment Counsel’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,800
| Closed | -$187K | – | 246 |
|
|
2023
Q1 | $187K | Sell |
30,800
-7,122
| -19% | -$43.2K | 0.02% | 238 |
|
|
2022
Q4 | $175K | Buy |
37,922
+5,000
| +15% | +$23.1K | 0.02% | 249 |
|
|
2022
Q3 | $161K | Sell |
32,922
-4,200
| -11% | -$20.5K | 0.02% | 239 |
|
|
2022
Q2 | $196K | Buy |
37,122
+10,000
| +37% | +$52.8K | 0.02% | 234 |
|
|
2022
Q1 | $256K | Buy |
+27,122
| New | +$256K | 0.03% | 223 |
|
|
2021
Q3 | – | Sell |
-12,150
| Closed | -$233K | – | 211 |
|
|
2021
Q2 | $233K | Buy |
12,150
+2,150
| +22% | +$41.2K | 0.04% | 180 |
|
|
2021
Q1 | $172K | Buy |
+10,000
| New | +$172K | 0.03% | 188 |
|