Blue Bell Private Wealth 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 | $29.3K | Sell |
1,610
-110
| -6% | -$2K | ﹤0.01% | 437 |
|
|
2025
Q1 | $20K | Hold |
1,720
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $26.5K | Hold |
1,720
| – | – | 0.01% | 423 |
|
|
2024
Q3 | $13.5K | Hold |
1,720
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $11.4K | Sell |
1,720
-250
| -13% | -$1.65K | ﹤0.01% | 506 |
|
|
2024
Q1 | $14.4K | Hold |
1,970
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $19.6K | Buy |
1,970
+500
| +34% | +$4.98K | ﹤0.01% | 431 |
|
|
2023
Q3 | $11.7K | Buy |
1,470
+270
| +23% | +$2.16K | ﹤0.01% | 407 |
|
|
2023
Q2 | $10K | Buy |
1,200
+500
| +71% | +$4.17K | ﹤0.01% | 416 |
|
|
2023
Q1 | $4.25K | Sell |
700
-35
| -5% | -$212 | ﹤0.01% | 486 |
|
|
2022
Q4 | $3.39K | Hold |
735
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $4K | Buy |
735
+10
| +1% | +$54 | ﹤0.01% | 520 |
|
|
2022
Q2 | $4K | Hold |
725
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $7K | Buy |
725
+25
| +4% | +$241 | ﹤0.01% | 493 |
|
|
2021
Q4 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 391 |
|