Beacon Pointe Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
107,826
-23,903
| -18% | -$435K | 0.02% | 487 |
|
|
2025
Q1 | $1.53M | Sell |
131,729
-42,145
| -24% | -$490K | 0.02% | 521 |
|
|
2024
Q4 | $2.68M | Buy |
173,874
+26,734
| +18% | +$412K | 0.03% | 397 |
|
|
2024
Q3 | $1.16M | Sell |
147,140
-29,520
| -17% | -$232K | 0.01% | 597 |
|
|
2024
Q2 | $1.17M | Buy |
176,660
+546
| +0.3% | +$3.61K | 0.01% | 598 |
|
|
2024
Q1 | $1.29M | Buy |
176,114
+71,991
| +69% | +$526K | 0.01% | 609 |
|
|
2023
Q4 | $1.04M | Buy |
104,123
+30,646
| +42% | +$305K | 0.01% | 648 |
|
|
2023
Q3 | $587K | Buy |
73,477
+13,097
| +22% | +$105K | 0.01% | 811 |
|
|
2023
Q2 | $504K | Buy |
60,380
+37,720
| +166% | +$315K | 0.01% | 707 |
|
|
2023
Q1 | $138K | Sell |
22,660
-37,654
| -62% | -$229K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $278K | Buy |
60,314
+38,720
| +179% | +$179K | 0.01% | 888 |
|
|
2022
Q3 | $105K | Buy |
21,594
+402
| +2% | +$1.96K | ﹤0.01% | 962 |
|
|
2022
Q2 | $113K | Buy |
21,192
+1,609
| +8% | +$8.58K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $185K | Buy |
+19,583
| New | +$185K | ﹤0.01% | 1133 |
|