AE Wealth Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
18,620
+514
| +3% | +$9.36K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $211K | Buy |
18,106
+3,105
| +21% | +$36.1K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $231K | Sell |
15,001
-2,439
| -14% | -$37.6K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $137K | Sell |
17,440
-2,160
| -11% | -$17K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $130K | Buy |
19,600
+2,176
| +12% | +$14.4K | ﹤0.01% | 1188 |
|
|
2024
Q1 | $127K | Sell |
17,424
-77,345
| -82% | -$565K | ﹤0.01% | 1113 |
|
|
2023
Q4 | $722K | Sell |
94,769
-16,868
| -15% | -$129K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $892K | Buy |
111,637
+19,766
| +22% | +$158K | 0.01% | 1138 |
|
|
2023
Q2 | $766K | Buy |
91,871
+41,536
| +83% | +$346K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $306K | Sell |
50,335
-21,714
| -30% | -$132K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $332K | Buy |
72,049
+350
| +0.5% | +$1.61K | ﹤0.01% | 1460 |
|
|
2022
Q3 | $350K | Buy |
71,699
+4,885
| +7% | +$23.8K | ﹤0.01% | 1403 |
|
|
2022
Q2 | $352K | Buy |
+66,814
| New | +$352K | ﹤0.01% | 1367 |
|
|
2022
Q1 | – | Sell |
-22,464
| Closed | -$355K | – | 1797 |
|
|
2021
Q4 | $355K | Buy |
22,464
+2,748
| +14% | +$43.4K | ﹤0.01% | 1391 |
|
|
2021
Q3 | $313K | Buy |
+19,716
| New | +$313K | ﹤0.01% | 1346 |
|