Ancora Advisors’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 | $218K | Buy |
11,950
+11,250
| +1,607% | +$205K | ﹤0.01% | 692 |
|
|
2025
Q1 | $8.14K | Hold |
700
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q4 | $10.8K | Sell |
700
-4,640
| -87% | -$71.5K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $42K | Hold |
5,340
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q2 | $35.3K | Sell |
5,340
-60
| -1% | -$397 | ﹤0.01% | 1011 |
|
|
2024
Q1 | $39.4K | Sell |
5,400
-267
| -5% | -$1.95K | ﹤0.01% | 987 |
|
|
2023
Q4 | $56.4K | Hold |
5,667
| – | – | ﹤0.01% | 884 |
|
|
2023
Q3 | $45.3K | Hold |
5,667
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $47.3K | Buy |
5,667
+5,000
| +750% | +$41.7K | ﹤0.01% | 893 |
|
|
2023
Q1 | $4.05K | Hold |
667
| – | – | ﹤0.01% | 1396 |
|
|
2022
Q4 | $3K | Buy |
667
+600
| +896% | +$2.7K | ﹤0.01% | 1511 |
|
|
2022
Q3 | $0 | Sell |
67
-33
| -33% | – | ﹤0.01% | 2109 |
|
|
2022
Q2 | $1K | Sell |
100
-3,570
| -97% | -$35.7K | ﹤0.01% | 2039 |
|
|
2022
Q1 | $35K | Buy |
3,670
+570
| +18% | +$5.44K | ﹤0.01% | 1364 |
|
|
2021
Q4 | $49K | Hold |
3,100
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q3 | $49K | Buy |
3,100
+600
| +24% | +$9.48K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $48K | Buy |
2,500
+1,000
| +67% | +$19.2K | ﹤0.01% | 1100 |
|
|
2021
Q1 | $26K | Buy |
+1,500
| New | +$26K | ﹤0.01% | 1203 |
|