Capital Advisors Inc’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $488K | Buy |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q3 | $80.6K | Sell |
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|
2024
Q2 | $80K | Sell |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $97.4K | Buy |
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|
2023
Q2 | $99.6K | Buy |
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|
2023
Q1 | $71.3K | Buy |
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