XCEL WEALTH MANAGEMENT, LLC – SoFi Technologies, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$127,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.40%
quarter
SoFi Technologies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.33% | 5.25K shares | 18K | $4.88 | 25.98K |
| Q2 2022 | share | Decrease | -5.90% | -1.3K shares | -99K | $5.27 | 20.73K |
| Q1 2022 | share | Increase | 0.00% | 22.03K shares | 208K | $9.45 | 22.03K |