Avantax Advisory Services’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 | $1.87M | Buy |
102,751
+22,307
| +28% | +$406K | 0.01% | 834 |
|
|
2025
Q1 | $936K | Buy |
80,444
+5,688
| +8% | +$66.2K | 0.01% | 1128 |
|
|
2024
Q4 | $1.15M | Sell |
74,756
-18,943
| -20% | -$292K | 0.01% | 975 |
|
|
2024
Q3 | $736K | Sell |
93,699
-5,230
| -5% | -$41.1K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $654K | Buy |
98,929
+1,710
| +2% | +$11.3K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $710K | Buy |
97,219
+15,461
| +19% | +$113K | 0.01% | 888 |
|
|
2023
Q4 | $813K | Buy |
81,758
+14,929
| +22% | +$149K | 0.01% | 794 |
|
|
2023
Q3 | $534K | Sell |
66,829
-315
| -0.5% | -$2.52K | 0.01% | 917 |
|
|
2023
Q2 | $560K | Buy |
67,144
+23,247
| +53% | +$194K | 0.01% | 900 |
|
|
2023
Q1 | $266K | Buy |
43,897
+10,605
| +32% | +$64.4K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $153K | Buy |
33,292
+6,705
| +25% | +$30.9K | ﹤0.01% | 1337 |
|
|
2022
Q3 | $130K | Buy |
26,587
+11,101
| +72% | +$54.3K | ﹤0.01% | 1253 |
|
|
2022
Q2 | $82K | Buy |
+15,486
| New | +$82K | ﹤0.01% | 1259 |
|