Anderson Hoagland & Co’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 | $8.14M | Buy |
446,841
+864
| +0.2% | +$15.7K | 0.78% | 37 |
|
|
2025
Q1 | $4.24M | Hold |
445,977
| – | – | 0.5% | 50 |
|
|
2024
Q4 | $7.36M | Hold |
445,977
| – | – | 0.76% | 40 |
|
|
2024
Q3 | $3.74M | Hold |
445,977
| – | – | 0.38% | 66 |
|
|
2024
Q2 | $2.85M | Hold |
445,977
| – | – | 0.3% | 81 |
|
|
2024
Q1 | $3.37M | Buy |
445,977
+44,976
| +11% | +$340K | 0.38% | 75 |
|
|
2023
Q4 | $3.1M | Hold |
401,001
| – | – | 0.38% | 74 |
|
|
2023
Q3 | $3.2M | Hold |
401,001
| – | – | 0.43% | 54 |
|
|
2023
Q2 | $3.34M | Hold |
401,001
| – | – | 0.43% | 59 |
|
|
2023
Q1 | $2.43M | Hold |
401,001
| – | – | 0.35% | 74 |
|
|
2022
Q4 | $2.17M | Buy |
401,001
+112,880
| +39% | +$611K | 0.32% | 81 |
|
|
2022
Q3 | $1.41M | Buy |
288,121
+931
| +0.3% | +$4.54K | 0.23% | 87 |
|
|
2022
Q2 | $1.8M | Buy |
+287,190
| New | +$1.8M | 0.27% | 78 |
|
|
2022
Q1 | – | Sell |
-236,361
| Closed | -$3.14M | – | 111 |
|
|
2021
Q4 | $3.14M | Buy |
236,361
+28,494
| +14% | +$379K | 0.41% | 60 |
|
|
2021
Q3 | $3.3M | Buy |
+207,867
| New | +$3.3M | 0.42% | 60 |
|