Bensler’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 | $307K | Hold |
16,850
| – | – | 0.03% | 132 |
|
|
2025
Q1 | $196K | Sell |
16,850
-290
| -2% | -$3.37K | 0.02% | 156 |
|
|
2024
Q4 | $264K | Sell |
17,140
-43
| -0.3% | -$662 | 0.03% | 141 |
|
|
2024
Q3 | $135K | Sell |
17,183
-1,547
| -8% | -$12.2K | 0.02% | 162 |
|
|
2024
Q2 | $124K | Hold |
18,730
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $137K | Hold |
18,730
| – | – | 0.02% | 155 |
|
|
2023
Q4 | $186K | Buy |
18,730
+800
| +4% | +$7.96K | 0.03% | 153 |
|
|
2023
Q3 | $143K | Buy |
17,930
+840
| +5% | +$6.71K | 0.03% | 151 |
|
|
2023
Q2 | $143K | Hold |
17,090
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $104K | Hold |
17,090
| – | – | 0.02% | 152 |
|
|
2022
Q4 | $78.8K | Buy |
17,090
+700
| +4% | +$3.23K | 0.02% | 153 |
|
|
2022
Q3 | $80K | Hold |
16,390
| – | – | 0.02% | 148 |
|
|
2022
Q2 | $86.4K | Buy |
+16,390
| New | +$86.4K | 0.02% | 153 |
|