Calton & Associates’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 | $403K | Sell |
22,150
-451
| -2% | -$8.21K | 0.07% | 238 |
|
|
2025
Q1 | $263K | Buy |
22,601
+4,751
| +27% | +$55.3K | 0.06% | 261 |
|
|
2024
Q4 | $275K | Sell |
17,850
-22,590
| -56% | -$348K | 0.12% | 157 |
|
|
2024
Q3 | $318K | Buy |
40,440
+10,090
| +33% | +$79.3K | 0.12% | 161 |
|
|
2024
Q2 | $201K | Buy |
30,350
+3,000
| +11% | +$19.8K | 0.1% | 180 |
|
|
2024
Q1 | $200K | Buy |
27,350
+3,830
| +16% | +$28K | 0.1% | 184 |
|
|
2023
Q4 | $234K | Buy |
23,520
+3,520
| +18% | +$35K | 0.09% | 203 |
|
|
2023
Q3 | $160K | Sell |
20,000
-2,350
| -11% | -$18.8K | 0.23% | 93 |
|
|
2023
Q2 | $186K | Sell |
22,350
-10,670
| -32% | -$89K | 0.09% | 198 |
|
|
2023
Q1 | $200K | Sell |
33,020
-3,330
| -9% | -$20.2K | 0.09% | 212 |
|
|
2022
Q4 | $168K | Buy |
36,350
+21,350
| +142% | +$98.4K | 0.06% | 264 |
|
|
2022
Q3 | $73K | Buy |
+15,000
| New | +$73K | 0.04% | 206 |
|