Arkadios Wealth 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 | $1.17M | Buy |
64,523
+1,119
| +2% | +$20.4K | 0.03% | 504 |
|
|
2025
Q1 | $737K | Buy |
63,404
+1,092
| +2% | +$12.7K | 0.03% | 565 |
|
|
2024
Q4 | $960K | Buy |
62,312
+1,781
| +3% | +$27.4K | 0.05% | 345 |
|
|
2024
Q3 | $476K | Buy |
60,531
+6,305
| +12% | +$49.6K | 0.03% | 551 |
|
|
2024
Q2 | $358K | Buy |
54,226
+4,579
| +9% | +$30.3K | 0.02% | 577 |
|
|
2024
Q1 | $362K | Buy |
49,647
+1,106
| +2% | +$8.07K | 0.03% | 478 |
|
|
2023
Q4 | $483K | Buy |
48,541
+185
| +0.4% | +$1.84K | 0.04% | 374 |
|
|
2023
Q3 | $386K | Buy |
48,356
+3,525
| +8% | +$28.2K | 0.04% | 408 |
|
|
2023
Q2 | $374K | Sell |
44,831
-1,028
| -2% | -$8.57K | 0.04% | 382 |
|
|
2023
Q1 | $278K | Buy |
45,859
+12,907
| +39% | +$78.3K | 0.03% | 459 |
|
|
2022
Q4 | $152K | Sell |
32,952
-11,000
| -25% | -$50.7K | 0.02% | 535 |
|
|
2022
Q3 | $214K | Buy |
43,952
+12,623
| +40% | +$61.5K | 0.03% | 467 |
|
|
2022
Q2 | $165K | Buy |
31,329
+23,658
| +308% | +$125K | 0.02% | 516 |
|
|
2022
Q1 | $72K | Buy |
+7,671
| New | +$72K | 0.01% | 545 |
|
|
2021
Q4 | – | Sell |
-454
| Closed | -$7K | – | 1594 |
|
|
2021
Q3 | $7K | Buy |
454
+204
| +82% | +$3.15K | ﹤0.01% | 1534 |
|
|
2021
Q2 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 1781 |
|