Aldebaran Financial’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 | $459K | Sell |
25,225
-6,400
| -20% | -$117K | 0.51% | 46 |
|
|
2025
Q1 | $368K | Sell |
31,625
-215
| -0.7% | -$2.5K | 0.45% | 51 |
|
|
2024
Q4 | $498K | Sell |
31,840
-3,760
| -11% | -$58.8K | 0.58% | 45 |
|
|
2024
Q3 | $280K | Sell |
35,600
-4,000
| -10% | -$31.4K | 0.33% | 58 |
|
|
2024
Q2 | $262K | Sell |
39,600
-3,145
| -7% | -$20.8K | 0.34% | 57 |
|
|
2024
Q1 | $312K | Sell |
42,745
-3,375
| -7% | -$24.6K | 0.44% | 49 |
|
|
2023
Q4 | $459K | Sell |
46,120
-3,165
| -6% | -$31.5K | 0.68% | 40 |
|
|
2023
Q3 | $394K | Sell |
49,285
-2,760
| -5% | -$22.1K | 0.61% | 42 |
|
|
2023
Q2 | $434K | Sell |
52,045
-18,160
| -26% | -$151K | 0.59% | 44 |
|
|
2023
Q1 | $426K | Sell |
70,205
-64,097
| -48% | -$389K | 0.55% | 48 |
|
|
2022
Q4 | $619K | Buy |
134,302
+2,172
| +2% | +$10K | 0.67% | 46 |
|
|
2022
Q3 | $651K | Buy |
132,130
+46,302
| +54% | +$228K | 0.72% | 43 |
|
|
2022
Q2 | $455K | Sell |
85,828
-5,843
| -6% | -$31K | 0.48% | 51 |
|
|
2022
Q1 | $866K | Buy |
91,671
+29,450
| +47% | +$278K | 0.67% | 42 |
|
|
2021
Q4 | $984K | Buy |
62,221
+43,221
| +227% | +$684K | 0.73% | 40 |
|
|
2021
Q3 | $302K | Buy |
19,000
+6,700
| +54% | +$106K | 0.24% | 66 |
|
|
2021
Q2 | $229K | Buy |
+12,300
| New | +$229K | 0.19% | 81 |
|