Apollon Wealth Management’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 | – | Sell |
-92,974
| Closed | -$1.08M | – | 1317 |
|
|
2025
Q1 | $1.08M | Buy |
92,974
+30,960
| +50% | +$360K | 0.02% | 492 |
|
|
2024
Q4 | $955K | Buy |
+62,014
| New | +$955K | 0.02% | 529 |
|
|
2024
Q1 | – | Sell |
-11,539
| Closed | -$115K | – | 1155 |
|
|
2023
Q4 | $115K | Buy |
11,539
+879
| +8% | +$8.75K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $85.2K | Buy |
10,660
+639
| +6% | +$5.11K | ﹤0.01% | 872 |
|
|
2023
Q2 | $83.6K | Sell |
10,021
-1,960
| -16% | -$16.3K | ﹤0.01% | 911 |
|
|
2023
Q1 | $72.7K | Buy |
+11,981
| New | +$72.7K | ﹤0.01% | 834 |
|