Cape Investment Advisory’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $524 | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $364 | Hold |
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|
2025
Q1 | $233 | Hold |
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|
2024
Q4 | $308 | Hold |
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|
2024
Q3 | $157 | Hold |
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|
2024
Q2 | $132 | Hold |
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|
2024
Q1 | $146 | Sell |
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|
2023
Q4 | $2.53K | Buy |
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|
2023
Q3 | $160 | Buy |
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|
2023
Q2 | $83 | Hold |
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|
2023
Q1 | $61 | Buy |
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