XS
XR Securities’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 84 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 108 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 159 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 193 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 198 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 189 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 202 |
|
|
2023
Q1 | – | Sell |
-12,165
| Closed | -$56.1K | – | 265 |
|
|
2022
Q4 | $56.1K | Sell |
12,165
-5,725
| -32% | -$26.4K | 0.01% | 78 |
|
|
2022
Q3 | $87K | Buy |
17,890
+118
| +0.7% | +$574 | 0.05% | 95 |
|
|
2022
Q2 | $94K | Sell |
17,772
-1,901
| -10% | -$10.1K | 0.03% | 96 |
|
|
2022
Q1 | $186K | Sell |
19,673
-79,742
| -80% | -$754K | 0.03% | 93 |
|
|
2021
Q4 | $1.57M | Buy |
99,415
+87,903
| +764% | +$1.39M | 0.15% | 22 |
|
|
2021
Q3 | $183K | Buy |
+11,512
| New | +$183K | 0.08% | 104 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 281 |
|