Balboa Wealth Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,997
| Closed | -$277K | – | 362 |
|
|
2024
Q4 | $277K | Buy |
17,997
+7,547
| +72% | +$116K | 0.06% | 224 |
|
|
2024
Q3 | $82.1K | Buy |
+10,450
| New | +$82.1K | 0.02% | 278 |
|
|
2024
Q2 | – | Sell |
-12,275
| Closed | -$89.6K | – | 339 |
|
|
2024
Q1 | $89.6K | Sell |
12,275
-1,350
| -10% | -$9.86K | 0.03% | 235 |
|
|
2023
Q4 | $136K | Sell |
13,625
-11,936
| -47% | -$119K | 0.05% | 220 |
|
|
2023
Q3 | $204K | Buy |
25,561
+11,736
| +85% | +$93.8K | 0.08% | 209 |
|
|
2023
Q2 | $115K | Buy |
+13,825
| New | +$115K | 0.04% | 236 |
|