Advisornet Financial’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $142K | Buy |
8,915
+1,702
| +24% | +$35.9K | 0.01% | 711 |
|
|
2025
Q4 | $189K | Buy |
7,213
+7
| +0.1% | +$195 | 0.01% | 623 |
|
|
2025
Q3 | $190K | Buy |
7,206
+41
| +0.6% | +$973 | 0.01% | 612 |
|
|
2025
Q2 | $130K | Buy |
7,165
+1,709
| +31% | +$22.5K | 0.01% | 681 |
|
|
2025
Q1 | $63.5K | Sell |
5,456
-30
| -0.5% | -$432 | ﹤0.01% | 865 |
|
|
2024
Q4 | $84.5K | Buy |
5,486
+2,130
| +63% | +$27.7K | 0.01% | 727 |
|
|
2024
Q3 | $26.4K | Buy |
3,356
+2,306
| +220% | +$16.8K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $6.94K | Sell |
1,050
-50
| -5% | -$353 | ﹤0.01% | 1403 |
|
|
2024
Q1 | $8.03K | Sell |
1,100
-305
| -22% | -$2.42K | ﹤0.01% | 1347 |
|
|
2023
Q4 | $14K | Sell |
1,405
-645
| -31% | -$5.13K | ﹤0.01% | 1213 |
|
|
2023
Q3 | $16.4K | Buy |
2,050
+200
| +11% | +$1.76K | ﹤0.01% | 1097 |
|
|
2023
Q2 | $15.4K | Buy |
1,850
+595
| +47% | +$3.88K | ﹤0.01% | 1192 |
|
|
2023
Q1 | $7.62K | Sell |
1,255
-195
| -13% | -$1.18K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $6.68K | Hold |
1,450
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q3 | $7K | Sell |
1,450
-1,000
| -41% | -$6.33K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $13K | Sell |
2,450
-450
| -16% | -$3.04K | ﹤0.01% | 1279 |
|
|
2022
Q1 | $27K | Buy |
2,900
+530
| +22% | +$6.09K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $37K | Buy |
2,370
+1,470
| +163% | +$27K | ﹤0.01% | 1116 |
|
|
2021
Q3 | $14K | Buy |
900
+500
| +125% | +$7.84K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $8K | Buy |
400
+140
| +54% | +$2.6K | ﹤0.01% | 1478 |
|
|
2021
Q1 | $4K | Buy |
+260
| New | +$5.13K | ﹤0.01% | 1560 |
|
Other funds holding SOFI
VCM
VPM
