Foresight Wealth Management, LLC
- SEC CIK
- 0001729735
- Latest filing
- Feb 13, 2023
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Foresight Wealth Management, 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 2022 holdings
- Shares (Q4 2022)
- 32,831
- Value
- $151.4K
- % of portfolio
- 2.2%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 32,831 | $151.4K | 2.2% | −2,214−6.3% | Reduced | Holders |
| Q3 2022 | 35,045 | $171.0K | 0.1% | −1,800−4.9% | Reduced | Holders |
| Q2 2022 | 36,845 | $194.0K | 0.1% | +24,348+194.8% | Added | Holders |
| Q1 2022 | 12,497 | $118.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 12,497 | $198.0K | 0.1% | +12,497 | New | Holders |