Caitlin John’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,900
| Closed | -$60.1K | – | 677 |
|
|
2024
Q4 | $60.1K | Hold |
3,900
| – | – | 0.04% | 202 |
|
|
2024
Q3 | $52.7K | Sell |
3,900
-200
| -5% | -$2.7K | 0.03% | 221 |
|
|
2024
Q2 | $27.1K | Sell |
4,100
-500
| -11% | -$3.31K | 0.02% | 314 |
|
|
2024
Q1 | $33.6K | Sell |
4,600
-400
| -8% | -$2.92K | 0.03% | 280 |
|
|
2023
Q4 | $49.8K | Buy |
+5,000
| New | +$49.8K | 0.04% | 219 |
|