Avestar Capital’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 | $266K | Hold |
14,582
| – | – | 0.02% | 365 |
|
|
2025
Q1 | $170K | Hold |
14,582
| – | – | 0.01% | 410 |
|
|
2024
Q4 | $225K | Hold |
14,582
| – | – | 0.02% | 417 |
|
|
2024
Q3 | $115K | Hold |
14,582
| – | – | 0.01% | 420 |
|
|
2024
Q2 | $96.4K | Hold |
14,582
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $106K | Hold |
14,582
| – | – | 0.01% | 406 |
|
|
2023
Q4 | $145K | Sell |
14,582
-750
| -5% | -$7.46K | 0.02% | 345 |
|
|
2023
Q3 | $123K | Hold |
15,332
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $128K | Hold |
15,332
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $93.1K | Sell |
15,332
-1,540
| -9% | -$9.35K | 0.02% | 277 |
|
|
2022
Q4 | $77.8K | Sell |
16,872
-11,198
| -40% | -$51.6K | 0.01% | 262 |
|
|
2022
Q3 | $137K | Sell |
28,070
-2,070
| -7% | -$10.1K | 0.03% | 239 |
|
|
2022
Q2 | $159K | Sell |
30,140
-43,712
| -59% | -$231K | 0.04% | 238 |
|
|
2022
Q1 | $698K | Sell |
73,852
-866
| -1% | -$8.19K | 0.11% | 143 |
|
|
2021
Q4 | $1.18M | Sell |
74,718
-8,952
| -11% | -$141K | 0.14% | 95 |
|
|
2021
Q3 | $1.33M | Buy |
+83,670
| New | +$1.33M | 0.17% | 96 |
|