Belpointe Asset Management’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 | $1.39M | Buy |
76,552
+57,265
| +297% | +$1.04M | 0.06% | 266 |
|
|
2025
Q1 | $224K | Sell |
19,287
-15,726
| -45% | -$183K | 0.01% | 823 |
|
|
2024
Q4 | $280K | Sell |
35,013
-173
| -0.5% | -$1.38K | 0.02% | 684 |
|
|
2024
Q3 | $277K | Buy |
35,186
+1,565
| +5% | +$12.3K | 0.02% | 691 |
|
|
2024
Q2 | $222K | Sell |
33,621
-3,771
| -10% | -$24.9K | 0.02% | 690 |
|
|
2024
Q1 | $273K | Buy |
37,392
+15,767
| +73% | +$115K | 0.02% | 631 |
|
|
2023
Q4 | $215K | Buy |
21,625
+4,527
| +26% | +$45K | 0.02% | 636 |
|
|
2023
Q3 | $137K | Buy |
+17,098
| New | +$137K | 0.01% | 620 |
|
|
2023
Q2 | – | Sell |
-6,155
| Closed | -$37.4K | – | 2961 |
|
|
2023
Q1 | $37.4K | Sell |
6,155
-6,665
| -52% | -$40.5K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $59.1K | Buy |
+12,820
| New | +$59.1K | ﹤0.01% | 1505 |
|
|
2022
Q1 | – | Sell |
-9,406
| Closed | -$149K | – | 1300 |
|
|
2021
Q4 | $149K | Sell |
9,406
-6,544
| -41% | -$104K | 0.01% | 1018 |
|
|
2021
Q3 | $254K | Buy |
+15,950
| New | +$254K | 0.02% | 767 |
|