Aldebaran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $229K | Buy |
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