Blue Trust Inc’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 | $2.81K | Buy |
154
+118
| +328% | +$2.15K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $419 | Hold |
36
| – | – | ﹤0.01% | 2374 |
|
|
2024
Q4 | $554 | Sell |
36
-13,570
| -100% | -$209K | ﹤0.01% | 2318 |
|
|
2024
Q3 | $89.9K | Buy |
13,606
+5,504
| +68% | +$36.4K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $59.1K | Buy |
8,102
+7,185
| +784% | +$52.5K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $6.69K | Buy |
917
+860
| +1,509% | +$6.28K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $0 | Buy |
+57
| New | – | ﹤0.01% | 2683 |
|
|
2023
Q2 | – | Sell |
-83
| Closed | – | – | 2486 |
|
|
2023
Q1 | $0 | Buy |
83
+22
| +36% | – | ﹤0.01% | 2606 |
|
|
2022
Q4 | $0 | Sell |
61
-88
| -59% | – | ﹤0.01% | 2451 |
|
|
2022
Q3 | $1K | Buy |
+149
| New | +$1K | ﹤0.01% | 2004 |
|