Advisory Services Network’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 | $604K | Sell |
38,029
-1,550
| -4% | -$32.7K | 0.01% | 1176 |
|
|
2025
Q4 | $1.04M | Buy |
39,579
+4,931
| +14% | +$137K | 0.01% | 874 |
|
|
2025
Q3 | $915K | Buy |
34,648
+798
| +2% | +$18.9K | 0.01% | 904 |
|
|
2025
Q2 | $764K | Sell |
33,850
-19,435
| -36% | -$256K | 0.01% | 946 |
|
|
2025
Q1 | $620K | Buy |
53,285
+2,460
| +5% | +$35.5K | 0.01% | 961 |
|
|
2024
Q4 | $783K | Sell |
50,825
-9,451
| -16% | -$123K | 0.01% | 848 |
|
|
2024
Q3 | $398K | Hold |
60,276
| – | – | 0.01% | 1082 |
|
|
2024
Q2 | $398K | Buy |
60,276
+12,400
| +26% | +$87.4K | 0.01% | 1082 |
|
|
2024
Q1 | $349K | Sell |
47,876
-13,241
| -22% | -$105K | 0.01% | 1087 |
|
|
2023
Q4 | $608K | Sell |
61,117
-2,443
| -4% | -$19.4K | 0.01% | 817 |
|
|
2023
Q3 | $508K | Buy |
63,560
+1,759
| +3% | +$15.5K | 0.01% | 907 |
|
|
2023
Q2 | $515K | Sell |
61,801
-150,956
| -71% | -$984K | 0.01% | 894 |
|
|
2023
Q1 | $1.29M | Buy |
212,757
+12,719
| +6% | +$77.1K | 0.04% | 537 |
|
|
2022
Q4 | $922K | Sell |
200,038
-3,910
| -2% | -$19.4K | 0.03% | 625 |
|
|
2022
Q3 | $995K | Buy |
203,948
+40,466
| +25% | +$256K | 0.04% | 550 |
|
|
2022
Q2 | $862K | Sell |
163,482
-18,721
| -10% | -$127K | 0.03% | 605 |
|
|
2022
Q1 | $1.72M | Buy |
182,203
+118,280
| +185% | +$1.36M | 0.05% | 443 |
|
|
2021
Q4 | $1.01M | Buy |
63,923
+40,911
| +178% | +$751K | 0.03% | 626 |
|
|
2021
Q3 | $365K | Buy |
23,012
+2,067
| +10% | +$32.4K | 0.01% | 1004 |
|
|
2021
Q2 | $402K | Buy |
20,945
+3,889
| +23% | +$72.1K | 0.01% | 964 |
|
|
2021
Q1 | $293K | Buy |
+17,056
| New | +$337K | 0.01% | 1034 |
|
Other funds holding SOFI
VCM
VPM
