Atria Wealth Solutions’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
77,302
-126,202
| -62% | -$2.31M | 0.03% | 518 |
|
|
2025
Q1 | $2.37M | Sell |
203,504
-96,390
| -32% | -$1.12M | 0.03% | 569 |
|
|
2024
Q4 | $4.62M | Sell |
299,894
-248,541
| -45% | -$3.83M | 0.05% | 371 |
|
|
2024
Q3 | $4.31M | Buy |
548,435
+81,426
| +17% | +$640K | 0.05% | 382 |
|
|
2024
Q2 | $3.09M | Buy |
467,009
+35,738
| +8% | +$236K | 0.03% | 478 |
|
|
2024
Q1 | $3.15M | Buy |
431,271
+102,034
| +31% | +$745K | 0.04% | 474 |
|
|
2023
Q4 | $3.28M | Buy |
329,237
+22,963
| +7% | +$228K | 0.04% | 437 |
|
|
2023
Q3 | $2.45M | Buy |
306,274
+40,298
| +15% | +$322K | 0.03% | 492 |
|
|
2023
Q2 | $2.22M | Sell |
265,976
-41,802
| -14% | -$349K | 0.03% | 534 |
|
|
2023
Q1 | $1.87M | Buy |
307,778
+60,745
| +25% | +$369K | 0.03% | 568 |
|
|
2022
Q4 | $1.14M | Sell |
247,033
-6,759
| -3% | -$31.2K | 0.02% | 694 |
|
|
2022
Q3 | $1.24M | Buy |
253,792
+47,103
| +23% | +$230K | 0.02% | 641 |
|
|
2022
Q2 | $1.09M | Buy |
206,689
+79,371
| +62% | +$418K | 0.02% | 640 |
|
|
2022
Q1 | $1.2M | Buy |
+127,318
| New | +$1.2M | 0.02% | 656 |
|