AFAS
Acorn Financial Advisory Services’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
134,466
-623
| -0.5% | -$11.3K | 0.4% | 31 |
|
|
2025
Q1 | $1.57M | Sell |
135,089
-6,296
| -4% | -$73.2K | 0.28% | 42 |
|
|
2024
Q4 | $2.18M | Buy |
141,385
+298
| +0.2% | +$4.59K | 0.36% | 38 |
|
|
2024
Q3 | $1.11M | Sell |
141,087
-16,853
| -11% | -$132K | 0.2% | 62 |
|
|
2024
Q2 | $1.04M | Sell |
157,940
-909
| -0.6% | -$6.01K | 0.19% | 61 |
|
|
2024
Q1 | $1.16M | Sell |
158,849
-1,463
| -0.9% | -$10.7K | 0.22% | 63 |
|
|
2023
Q4 | $1.6M | Sell |
160,312
-321,656
| -67% | -$3.2M | 0.28% | 53 |
|
|
2023
Q3 | $3.85M | Buy |
481,968
+49,550
| +11% | +$396K | 0.69% | 20 |
|
|
2023
Q2 | $3.61M | Buy |
432,418
+68,685
| +19% | +$573K | 0.64% | 21 |
|
|
2023
Q1 | $2.21M | Buy |
363,733
+147,201
| +68% | +$894K | 0.43% | 26 |
|
|
2022
Q4 | $998K | Sell |
216,532
-25,124
| -10% | -$116K | 0.21% | 68 |
|
|
2022
Q3 | $1.18M | Buy |
241,656
+56,984
| +31% | +$278K | 0.28% | 55 |
|
|
2022
Q2 | $973K | Sell |
184,672
-251,705
| -58% | -$1.33M | 0.23% | 63 |
|
|
2022
Q1 | $4.12M | Buy |
436,377
+6,046
| +1% | +$57.1K | 0.83% | 15 |
|
|
2021
Q4 | $6.8M | Buy |
430,331
+403,803
| +1,522% | +$6.38M | 1.36% | 12 |
|
|
2021
Q3 | $421K | Buy |
+26,528
| New | +$421K | 0.13% | 145 |
|