Algert Global’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
420,327
+98,880
| +31% | +$1.8M | 0.16% | 201 |
|
|
2025
Q1 | $3.74M | Buy |
321,447
+11,080
| +4% | +$129K | 0.09% | 371 |
|
|
2024
Q4 | $4.78M | Buy |
310,367
+38,881
| +14% | +$599K | 0.11% | 294 |
|
|
2024
Q3 | $2.13M | Sell |
271,486
-15,300
| -5% | -$120K | 0.06% | 529 |
|
|
2024
Q2 | $1.9M | Buy |
286,786
+63,076
| +28% | +$417K | 0.06% | 482 |
|
|
2024
Q1 | $1.63M | Buy |
223,710
+55,160
| +33% | +$403K | 0.06% | 475 |
|
|
2023
Q4 | $1.68M | Buy |
168,550
+29,000
| +21% | +$289K | 0.07% | 468 |
|
|
2023
Q3 | $1.12M | Buy |
139,550
+91,700
| +192% | +$733K | 0.05% | 547 |
|
|
2023
Q2 | $399K | Buy |
+47,850
| New | +$399K | 0.02% | 853 |
|
|
2023
Q1 | – | Sell |
-50,940
| Closed | -$235K | – | 1297 |
|
|
2022
Q4 | $235K | Buy |
+50,940
| New | +$235K | 0.01% | 979 |
|
|
2022
Q2 | – | Sell |
-20,065
| Closed | -$190K | – | 1366 |
|
|
2022
Q1 | $190K | Buy |
+20,065
| New | +$190K | 0.01% | 1059 |
|