Arax Advisory Partners’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 | $144K | Buy |
7,907
+368
| +5% | +$6.7K | 0.01% | 783 |
|
|
2025
Q1 | $87.7K | Buy |
7,539
+2,480
| +49% | +$28.8K | 0.01% | 764 |
|
|
2024
Q4 | $77.9K | Sell |
5,059
-692
| -12% | -$10.7K | ﹤0.01% | 755 |
|
|
2024
Q3 | $45.2K | Hold |
5,751
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $38K | Buy |
5,751
+1,449
| +34% | +$9.58K | ﹤0.01% | 748 |
|
|
2024
Q1 | $31.4K | Buy |
4,302
+53
| +1% | +$387 | ﹤0.01% | 583 |
|
|
2023
Q4 | $42.3K | Buy |
4,249
+177
| +4% | +$1.76K | ﹤0.01% | 510 |
|
|
2023
Q3 | $32.5K | Hold |
4,072
| – | – | ﹤0.01% | 517 |
|
|
2023
Q2 | $34K | Buy |
4,072
+82
| +2% | +$684 | ﹤0.01% | 512 |
|
|
2023
Q1 | $24.2K | Buy |
3,990
+300
| +8% | +$1.82K | ﹤0.01% | 556 |
|
|
2022
Q4 | $17K | Buy |
3,690
+170
| +5% | +$784 | ﹤0.01% | 585 |
|
|
2022
Q3 | $17K | Buy |
3,520
+407
| +13% | +$1.97K | ﹤0.01% | 591 |
|
|
2022
Q2 | $16K | Sell |
3,113
-156
| -5% | -$802 | ﹤0.01% | 590 |
|
|
2022
Q1 | $31K | Buy |
3,269
+3,047
| +1,373% | +$28.9K | ﹤0.01% | 523 |
|
|
2021
Q4 | $4K | Buy |
+222
| New | +$4K | ﹤0.01% | 816 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | – | – | 1068 |
|
|
2021
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 933 |
|