Cape Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Cape Investment Advisory’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$364	Hold
2025 Q1	$233	Hold
2024 Q4	$308	Hold
2024 Q3	$157	Hold
2024 Q2	$132	Hold
2024 Q1	$146	Sell
2023 Q4	$2.53K	Buy
2023 Q3	$160	Buy
2023 Q2	$83	Hold
2023 Q1	$61	Buy