Atomi Financial Group’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 | $502K | Buy |
27,552
+1,888
| +7% | +$34.4K | 0.02% | 596 |
|
2025
Q1 | $298K | Buy |
25,664
+4,444
| +21% | +$51.7K | 0.01% | 767 |
|
2024
Q4 | $327K | Sell |
21,220
-33,046
| -61% | -$509K | 0.02% | 681 |
|
2024
Q3 | $427K | Buy |
54,266
+3,573
| +7% | +$28.1K | 0.03% | 521 |
|
2024
Q2 | $335K | Buy |
50,693
+5,489
| +12% | +$36.3K | 0.02% | 547 |
|
2024
Q1 | $330K | Sell |
45,204
-3,412
| -7% | -$24.9K | 0.03% | 499 |
|
2023
Q4 | $484K | Buy |
48,616
+6,196
| +15% | +$61.7K | 0.07% | 280 |
|
2023
Q3 | $339K | Buy |
+42,420
| New | +$339K | 0.11% | 216 |
|
2023
Q2 | – | Sell |
-13,790
| Closed | -$83.7K | – | 287 |
|
2023
Q1 | $83.7K | Buy |
+13,790
| New | +$83.7K | 0.05% | 219 |
|