Allworth 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 | $438K | Sell |
24,033
-8,747
| -27% | -$159K | ﹤0.01% | 874 |
|
|
2025
Q1 | $404K | Sell |
32,780
-57,476
| -64% | -$708K | ﹤0.01% | 739 |
|
|
2024
Q4 | $1.59M | Buy |
90,256
+75,069
| +494% | +$1.32M | 0.01% | 443 |
|
|
2024
Q3 | $119K | Buy |
15,187
+3,440
| +29% | +$27K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $87.8K | Buy |
11,747
+2,927
| +33% | +$21.9K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $64.4K | Buy |
8,820
+4,630
| +111% | +$33.8K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $41.7K | Buy |
4,190
+165
| +4% | +$1.64K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $32.2K | Buy |
4,025
+31
| +0.8% | +$248 | ﹤0.01% | 1282 |
|
|
2023
Q2 | $33.3K | Buy |
3,994
+753
| +23% | +$6.28K | ﹤0.01% | 1278 |
|
|
2023
Q1 | $19.7K | Sell |
3,241
-1,978
| -38% | -$12K | ﹤0.01% | 1462 |
|
|
2022
Q4 | $24.1K | Buy |
5,219
+2,921
| +127% | +$13.5K | ﹤0.01% | 1274 |
|
|
2022
Q3 | $11K | Buy |
2,298
+2,258
| +5,645% | +$10.8K | ﹤0.01% | 1633 |
|
|
2022
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 2780 |
|