Baltimore-Washington Financial Advisors’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 | $13.9M | Buy |
763,386
+158,455
| +26% | +$2.89M | 0.65% | 50 |
|
|
2025
Q1 | $7.04M | Buy |
604,931
+12,001
| +2% | +$140K | 0.37% | 72 |
|
|
2024
Q4 | $9.13M | Buy |
592,930
+67,779
| +13% | +$1.04M | 0.47% | 66 |
|
|
2024
Q3 | $4.13M | Buy |
525,151
+20,188
| +4% | +$159K | 0.22% | 79 |
|
|
2024
Q2 | $3.34M | Buy |
504,963
+45,865
| +10% | +$303K | 0.19% | 80 |
|
|
2024
Q1 | $3.35M | Buy |
459,098
+10,683
| +2% | +$78K | 0.21% | 81 |
|
|
2023
Q4 | $4.46M | Buy |
448,415
+58,317
| +15% | +$580K | 0.31% | 80 |
|
|
2023
Q3 | $3.12M | Buy |
390,098
+59,412
| +18% | +$475K | 0.25% | 80 |
|
|
2023
Q2 | $2.76M | Buy |
330,686
+127,011
| +62% | +$1.06M | 0.22% | 82 |
|
|
2023
Q1 | $1.24M | Buy |
203,675
+4,897
| +2% | +$29.7K | 0.11% | 97 |
|
|
2022
Q4 | $916K | Sell |
198,778
-4,799
| -2% | -$22.1K | 0.09% | 97 |
|
|
2022
Q3 | $993K | Buy |
203,577
+12,154
| +6% | +$59.3K | 0.08% | 97 |
|
|
2022
Q2 | $1.01M | Buy |
+191,423
| New | +$1.01M | 0.11% | 86 |
|
|
2022
Q1 | – | Sell |
-238,981
| Closed | -$3.78M | – | 159 |
|
|
2021
Q4 | $3.78M | Buy |
238,981
+223,441
| +1,438% | +$3.53M | 0.31% | 75 |
|
|
2021
Q3 | $246K | Buy |
+15,540
| New | +$246K | 0.02% | 114 |
|