Brighton Jones 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 | $13.1M | Sell |
716,699
-1,777
| -0.2% | -$32.4K | 0.35% | 43 |
|
|
2025
Q1 | $8.36M | Sell |
718,476
-812
| -0.1% | -$9.44K | 0.27% | 55 |
|
|
2024
Q4 | $11.1M | Buy |
719,288
+14,281
| +2% | +$220K | 0.32% | 47 |
|
|
2024
Q3 | $5.54M | Sell |
705,007
-18,978
| -3% | -$149K | 0.21% | 63 |
|
|
2024
Q2 | $4.79M | Buy |
723,985
+9,610
| +1% | +$63.5K | 0.16% | 74 |
|
|
2024
Q1 | $5.21M | Buy |
714,375
+29,315
| +4% | +$214K | 0.19% | 68 |
|
|
2023
Q4 | $6.82M | Sell |
685,060
-9,571
| -1% | -$95.2K | 0.29% | 53 |
|
|
2023
Q3 | $5.55M | Buy |
694,631
+19,731
| +3% | +$158K | 0.28% | 56 |
|
|
2023
Q2 | $5.63M | Buy |
674,900
+242
| +0% | +$2.02K | 0.28% | 51 |
|
|
2023
Q1 | $4.1M | Buy |
674,658
+662,012
| +5,235% | +$4.02M | 0.23% | 64 |
|
|
2022
Q4 | $58.3K | Sell |
12,646
-661,093
| -98% | -$3.05M | ﹤0.01% | 461 |
|
|
2022
Q3 | $3.29M | Buy |
+673,739
| New | +$3.29M | 0.19% | 61 |
|