Asset Dedication LLC’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 | $1.82K | Hold |
100
| – | – | ﹤0.01% | 1039 |
|
|
2025
Q1 | $1.16K | Hold |
100
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q4 | $1.54K | Sell |
100
-300
| -75% | -$4.62K | ﹤0.01% | 989 |
|
|
2024
Q3 | $3.14K | Sell |
400
-1,050
| -72% | -$8.25K | ﹤0.01% | 973 |
|
|
2024
Q2 | $9.59K | Buy |
1,450
+1,050
| +263% | +$6.94K | ﹤0.01% | 820 |
|
|
2024
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 842 |
|
|
2023
Q3 | $3K | Hold |
400
| – | – | ﹤0.01% | 872 |
|
|
2023
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $2K | Hold |
400
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $2K | Hold |
400
| – | – | ﹤0.01% | 890 |
|
|
2022
Q3 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 845 |
|
|
2021
Q4 | – | Sell |
-630
| Closed | -$10K | – | 1023 |
|
|
2021
Q3 | $10K | Buy |
+630
| New | +$10K | ﹤0.01% | 700 |
|