ACM
AlphaStar Capital Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
77,086
-238,647
| -76% | -$4.35M | 0.1% | 138 |
|
|
2025
Q1 | $3.67M | Buy |
315,733
+16,287
| +5% | +$189K | 0.37% | 42 |
|
|
2024
Q4 | $4.61M | Sell |
299,446
-453,652
| -60% | -$6.99M | 0.48% | 29 |
|
|
2024
Q3 | $5.92M | Buy |
+753,098
| New | +$5.92M | 0.47% | 33 |
|
|
2024
Q1 | – | Sell |
-377,890
| Closed | -$3.76M | – | 313 |
|
|
2023
Q4 | $3.76M | Buy |
377,890
+107,260
| +40% | +$1.07M | 0.34% | 40 |
|
|
2023
Q3 | $2.16M | Sell |
270,630
-149,816
| -36% | -$1.2M | 0.27% | 46 |
|
|
2023
Q2 | $3.51M | Buy |
420,446
+240,102
| +133% | +$2M | 0.4% | 32 |
|
|
2023
Q1 | $1.7M | Sell |
180,344
-9,990
| -5% | -$94.4K | 0.14% | 100 |
|
|
2022
Q4 | $877 | Buy |
190,334
+4,919
| +3% | +$23 | ﹤0.01% | 321 |
|
|
2022
Q3 | $905K | Buy |
185,415
+36,499
| +25% | +$178K | 0.1% | 132 |
|
|
2022
Q2 | $785K | Buy |
148,916
+47,582
| +47% | +$251K | 0.07% | 178 |
|
|
2022
Q1 | $958K | Buy |
101,334
+39,072
| +63% | +$369K | 0.08% | 173 |
|
|
2021
Q4 | $950K | Buy |
62,262
+21,524
| +53% | +$328K | 0.08% | 185 |
|
|
2021
Q3 | $647K | Buy |
+40,738
| New | +$647K | 0.04% | 240 |
|