Bleakley Financial Group’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 | $304K | Buy |
+16,709
| New | +$304K | 0.01% | 540 |
|
|
2024
Q2 | – | Sell |
-13,959
| Closed | -$102K | – | 1053 |
|
|
2024
Q1 | $102K | Buy |
13,959
+2,766
| +25% | +$20.2K | ﹤0.01% | 928 |
|
|
2023
Q4 | $111K | Sell |
11,193
-6,192
| -36% | -$61.6K | ﹤0.01% | 894 |
|
|
2023
Q3 | $139K | Buy |
17,385
+5,126
| +42% | +$41K | ﹤0.01% | 818 |
|
|
2023
Q2 | $102K | Buy |
+12,259
| New | +$102K | ﹤0.01% | 877 |
|