Aptus Capital 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 | $565K | Buy |
31,036
+1,066
| +4% | +$19.4K | ﹤0.01% | 640 |
|
|
2025
Q1 | $349K | Sell |
29,970
-3,526
| -11% | -$41K | ﹤0.01% | 735 |
|
|
2024
Q4 | $516K | Sell |
33,496
-221,143
| -87% | -$3.41M | 0.01% | 618 |
|
|
2024
Q3 | $2M | Sell |
254,639
-3,926
| -2% | -$30.9K | 0.03% | 314 |
|
|
2024
Q2 | $1.71M | Buy |
258,565
+7,740
| +3% | +$51.2K | 0.03% | 312 |
|
|
2024
Q1 | $1.83M | Buy |
250,825
+12,097
| +5% | +$88.3K | 0.03% | 302 |
|
|
2023
Q4 | $2.38M | Buy |
+238,728
| New | +$2.38M | 0.07% | 206 |
|