Bogart Wealth LLC’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 | $92K | Buy |
5,052
+1,014
| +25% | +$18.5K | ﹤0.01% | 334 |
|
|
2025
Q1 | $47K | Buy |
+4,038
| New | +$47K | ﹤0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-458
| Closed | -$4K | – | 991 |
|
|
2022
Q1 | $4K | Hold |
458
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $7K | Buy |
458
+297
| +184% | +$4.54K | ﹤0.01% | 519 |
|
|
2021
Q3 | $3K | Buy |
+161
| New | +$3K | ﹤0.01% | 604 |
|