Burr Financial Services’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 | – | Sell |
-15,580
| Closed | -$181K | – | 35 |
|
|
2025
Q1 | $181K | Buy |
15,580
+1,490
| +11% | +$17.3K | 0.14% | 35 |
|
|
2024
Q4 | $217K | Buy |
+14,090
| New | +$217K | 0.15% | 30 |
|
|
2024
Q2 | – | Sell |
-13,900
| Closed | -$98.1K | – | 33 |
|
|
2024
Q1 | $98.1K | Hold |
13,900
| – | – | 0.08% | 33 |
|
|
2023
Q4 | $99.9K | Buy |
+13,900
| New | +$99.9K | 0.08% | 34 |
|