AssetMark Inc’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 | $15.4K | Buy |
846
+650
| +332% | +$11.8K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $2.28K | Sell |
196
-42
| -18% | -$488 | ﹤0.01% | 2151 |
|
|
2024
Q4 | $3.67K | Buy |
+238
| New | +$3.67K | ﹤0.01% | 1996 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$7.3K | – | 2217 |
|
|
2024
Q1 | $7.3K | Buy |
+1,000
| New | +$7.3K | ﹤0.01% | 1420 |
|