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← Back to PortfolioSOFI - SoFi Technologies, Inc. (in SoFi account)

SOFI — Projected Income - DEMO PORTFOLIO
Monthly
$0
Weekly
$0
Daily
$0
SOFI Value
$6,067
P&L
$4,062 (+202.6%)
Total Dividends
$0
12-mo FWD Income
$0
FWD Yield
0.00%
Yield-on-Cost
0.00%

SOFI (SoFi) — Holdings Details

SoFi Shares:415.00
DRIP Shares:0.00
Total Value:$6,067
Total Dividends:$0
Total Return:$4,062 (+202.6%)
SOFI Last Price:$14.62
Forward Dividend:$0.00
Forward Yield:0.00%
Yield on Cost:0.00%

SOFI (SoFi) — Position Breakdown

Cost Basis: $2,005
DRIP Value: $0
Dividends: $0
Unrealized G/L: $4,062

SOFI (SoFi) — Stock value

SOFI — by Broker

BrokerBase SharesDRIP SharesTotal SharesDividendsCostValueReturn%
Robinhood100.000.00100.00$0.00$460.00$1,462.00+217.8%
SoFi415.000.00415.00$0.00$2,004.90$6,067.30+202.6%
ALL515.000.00515.00$0.00$2,464.90$7,529.30+205.5%

SOFI (SoFi) — Stock Lots

Buy DateSharesCost/ShareCost BasisValueReturnActionBroker
2023-02-03 15.00 $4.86 $73 $219 $146 (+200.8%) SoFi
2022-08-29 400.00 $4.83 $1,932 $5,848 $3,916 (+202.7%) SoFi
TOTAL 415.00 $4.83 $2,005 $6,067 $4,062 (+202.6%)

SOFI (SoFi) — Sales Events

Sale DateSharesSale PriceCost Basis (Total)ProceedsP&LActionBroker
– – – – – – – –

SOFI (SoFi) — DRIP Events

DRIP is portfolio-wide.
Start DateEnd DateStatusBrokerAction
2022-08-29 – Active —
Whole portfolio

SOFI (SoFi) — Complete History

DateEventStart SharesChangeDiv AmtDRIP SharesExec PriceClose PriceEnd SharesTotal ValueBroker
2023-02-03 BUY 400.00 +15.00 – – $4.86 $7.46 415.00 $3,095.90 SoFi
2022-08-29 BUY 0.00 +400.00 – – $4.83 $6.00 400.00 $2,400.00 SoFi
TOTALS: $0.00 +0.00 415.00 $6,067.30

SOFI (SoFi) — DRIP Shares Accumulated

DateStart SharesDiv/ShareTotal DivPriceDRIP SharesEnd SharesBroker
– – – – – – – –