Zullo Investment Group’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 |
-16,500
| Closed | -$120K | – | 158 |
|
|
2024
Q1 | $120K | Sell |
16,500
-1,750
| -10% | -$12.8K | 0.06% | 151 |
|
|
2023
Q4 | $182K | Sell |
18,250
-2,000
| -10% | -$19.9K | 0.09% | 143 |
|
|
2023
Q3 | $162K | Buy |
20,250
+1,000
| +5% | +$7.99K | 0.09% | 135 |
|
|
2023
Q2 | $161K | Sell |
19,250
-2,600
| -12% | -$21.7K | 0.09% | 136 |
|
|
2023
Q1 | $133K | Sell |
21,850
-2,950
| -12% | -$17.9K | 0.08% | 135 |
|
|
2022
Q4 | $114K | Buy |
24,800
+1,725
| +7% | +$7.95K | 0.07% | 191 |
|
|
2022
Q3 | $113K | Buy |
23,075
+800
| +4% | +$3.92K | 0.07% | 191 |
|
|
2022
Q2 | $117K | Buy |
22,275
+350
| +2% | +$1.84K | 0.07% | 188 |
|
|
2022
Q1 | $207K | Buy |
21,925
+7,125
| +48% | +$67.3K | 0.11% | 147 |
|
|
2021
Q4 | $234K | Buy |
+14,800
| New | +$234K | 0.12% | 144 |
|