Archford Capital Strategies’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 | $571K | Sell |
31,369
-2,396
| -7% | -$43.6K | 0.07% | 213 |
|
|
2025
Q1 | $393K | Sell |
33,765
-4
| -0% | -$47 | 0.06% | 221 |
|
|
2024
Q4 | $520K | Buy |
33,769
+70
| +0.2% | +$1.08K | 0.08% | 178 |
|
|
2024
Q3 | $338K | Buy |
33,699
+57
| +0.2% | +$572 | 0.05% | 208 |
|
|
2024
Q2 | $222K | Hold |
33,642
| – | – | 0.04% | 238 |
|
|
2024
Q1 | $246K | Buy |
+33,642
| New | +$246K | 0.04% | 238 |
|
|
2022
Q4 | – | Sell |
-11,115
| Closed | -$54K | – | 292 |
|
|
2022
Q3 | $54K | Hold |
11,115
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $59K | Hold |
11,115
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $101K | Buy |
11,115
+85
| +0.8% | +$772 | 0.02% | 280 |
|
|
2021
Q4 | $174K | Hold |
11,030
| – | – | 0.04% | 290 |
|
|
2021
Q3 | $175K | Buy |
+11,030
| New | +$175K | 0.04% | 305 |
|