Belmont Capital’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 | $2.55M | Hold |
140,000
| – | – | 0.39% | 21 |
|
|
2025
Q1 | $1.63M | Sell |
140,000
-102,350
| -42% | -$1.19M | 0.29% | 29 |
|
|
2024
Q4 | $3.73M | Hold |
242,350
| – | – | 0.61% | 21 |
|
|
2024
Q3 | $1.9M | Hold |
242,350
| – | – | 0.32% | 30 |
|
|
2024
Q2 | $1.6M | Hold |
242,350
| – | – | 0.3% | 28 |
|
|
2024
Q1 | $1.77M | Hold |
242,350
| – | – | 0.48% | 23 |
|
|
2023
Q4 | $2.41M | Hold |
242,350
| – | – | 1.03% | 14 |
|
|
2023
Q3 | $1.94M | Hold |
242,350
| – | – | 1.05% | 15 |
|
|
2023
Q2 | $2.02M | Hold |
242,350
| – | – | 1.14% | 15 |
|
|
2023
Q1 | $1.47M | Hold |
242,350
| – | – | 1.22% | 12 |
|
|
2022
Q4 | $1.12M | Hold |
242,350
| – | – | 1.19% | 11 |
|
|
2022
Q3 | $1.18M | Hold |
242,350
| – | – | 1.4% | 10 |
|
|
2022
Q2 | $1.28M | Buy |
+242,350
| New | +$1.28M | 1.55% | 9 |
|
|
2022
Q1 | – | Sell |
-242,350
| Closed | -$3.83M | – | 79 |
|
|
2021
Q4 | $3.83M | Sell |
242,350
-150,000
| -38% | -$2.37M | 3% | 5 |
|
|
2021
Q3 | $6.23M | Buy |
+392,350
| New | +$6.23M | 5.06% | 5 |
|