Bell Investment 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 | $18.3K | Buy |
1,005
+39
| +4% | +$710 | ﹤0.01% | 450 |
|
|
2025
Q1 | $11.2K | Hold |
966
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $14.9K | Buy |
966
+33
| +4% | +$508 | ﹤0.01% | 462 |
|
|
2024
Q3 | $7.33K | Hold |
933
| – | – | ﹤0.01% | 752 |
|
|
2024
Q2 | $6.17K | Hold |
933
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $6.81K | Sell |
933
-69
| -7% | -$504 | ﹤0.01% | 757 |
|
|
2023
Q4 | $9.97K | Sell |
1,002
-87
| -8% | -$866 | ﹤0.01% | 561 |
|
|
2023
Q3 | $8.7K | Sell |
1,089
-243
| -18% | -$1.94K | ﹤0.01% | 565 |
|
|
2023
Q2 | $11.1K | Sell |
1,332
-78
| -6% | -$651 | ﹤0.01% | 476 |
|
|
2023
Q1 | $8.56K | Sell |
1,410
-18
| -1% | -$109 | ﹤0.01% | 542 |
|
|
2022
Q4 | $6.58K | Buy |
1,428
+655
| +85% | +$3.02K | ﹤0.01% | 668 |
|
|
2022
Q3 | $4K | Buy |
773
+603
| +355% | +$3.12K | ﹤0.01% | 838 |
|
|
2022
Q2 | $1K | Buy |
+170
| New | +$1K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $1K | Sell |
33
-141
| -81% | -$4.27K | ﹤0.01% | 1605 |
|
|
2021
Q3 | $3K | Buy |
+174
| New | +$3K | ﹤0.01% | 973 |
|