Barrett & Company’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 | $36.4K | Hold |
2,000
| – | – | 0.01% | 344 |
|
|
2025
Q1 | $23.3K | Hold |
2,000
| – | – | 0.01% | 357 |
|
|
2024
Q4 | $30.8K | Hold |
2,000
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $15.7K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2024
Q2 | $13.2K | Hold |
2,000
| – | – | 0.01% | 409 |
|
|
2024
Q1 | $14.6K | Hold |
2,000
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $19.9K | Hold |
2,000
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $16K | Hold |
2,000
| – | – | 0.01% | 370 |
|
|
2023
Q2 | $16.7K | Hold |
2,000
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $12.1K | Hold |
2,000
| – | – | 0.01% | 367 |
|
|
2022
Q4 | $9.22K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $9.22K | Buy |
+2,000
| New | +$9.22K | 0.01% | 389 |
|