Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q4 2023 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −14,589−100.0% | Sold out | Holders |
| Q3 2022 | 14,589 | $71.0K | <0.1% | −350−2.3% | Reduced | Holders |
| Q2 2022 | 14,939 | $79.0K | <0.1% | −1,105−6.9% | Reduced | Holders |
| Q1 2022 | 16,044 | $152.0K | <0.1% | +16,044 | New | Holders |