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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Retirement Group, 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 Q1 2024 holdings

Shares (Q1 2024)
1,095
Value
$7.99K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of SOFI by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,095$7.99K<0.1%+100+10.1%AddedHolders
Q4 2023995$9.90K<0.1%00.0%UnchangedHolders
Q3 2023995$7.95K<0.1%+200+25.2%AddedHolders
Q2 2023795$6.63K<0.1%+45+6.0%AddedHolders
Q1 2023750$5.00K<0.1%+550+275.0%AddedHolders
Q4 2022200$1.00K<0.1%+200NewHolders