Cape Investment Advisory’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 | $364 | Hold |
20
| – | – | ﹤0.01% | 1093 |
|
|
2025
Q1 | $233 | Hold |
20
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q4 | $308 | Hold |
20
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q3 | $157 | Hold |
20
| – | – | ﹤0.01% | 929 |
|
|
2024
Q2 | $132 | Hold |
20
| – | – | ﹤0.01% | 906 |
|
|
2024
Q1 | $146 | Sell |
20
-234
| -92% | -$1.71K | ﹤0.01% | 914 |
|
|
2023
Q4 | $2.53K | Buy |
254
+234
| +1,170% | +$2.33K | ﹤0.01% | 899 |
|
|
2023
Q3 | $160 | Buy |
20
+10
| +100% | +$80 | ﹤0.01% | 905 |
|
|
2023
Q2 | $83 | Hold |
10
| – | – | ﹤0.01% | 896 |
|
|
2023
Q1 | $61 | Buy |
+10
| New | +$61 | ﹤0.01% | 952 |
|