AFG
Albion Financial Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
16,415
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $191K | Hold |
16,415
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $253K | Hold |
16,415
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $129K | Hold |
16,415
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $109K | Hold |
16,415
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $120K | Hold |
16,415
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $163K | Hold |
16,415
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $131K | Hold |
16,415
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $137K | Hold |
16,415
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $99.6K | Hold |
16,415
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $75.7K | Hold |
16,415
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $80K | Sell |
16,415
-16,415
| -50% | -$80K | 0.01% | 193 |
|
|
2022
Q2 | $173K | Buy |
32,830
+28,589
| +674% | +$151K | 0.02% | 173 |
|
|
2022
Q1 | $40K | Hold |
4,241
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $67K | Hold |
4,241
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $67K | Buy |
+4,241
| New | +$67K | 0.01% | 228 |
|