Axim Planning & Wealth’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 | $285K | Buy |
15,650
+1,000
| +7% | +$18.2K | 0.26% | 36 |
|
|
2025
Q1 | $170K | Sell |
14,650
-4,662
| -24% | -$54.2K | 0.15% | 41 |
|
|
2024
Q4 | $297K | Sell |
19,312
-13,606
| -41% | -$210K | 0.32% | 18 |
|
|
2024
Q3 | $259K | Sell |
32,918
-3,840
| -10% | -$30.2K | 0.29% | 21 |
|
|
2024
Q2 | $243K | Buy |
36,758
+8,758
| +31% | +$57.9K | 0.29% | 21 |
|
|
2024
Q1 | $204K | Buy |
28,000
+6,000
| +27% | +$43.8K | 0.17% | 21 |
|
|
2023
Q4 | $219K | Buy |
22,000
+2,900
| +15% | +$28.9K | 0.2% | 26 |
|
|
2023
Q3 | $153K | Buy |
+19,100
| New | +$153K | 0.13% | 27 |
|