Capital Advisors Inc’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 | $317K | Buy |
17,402
+4,041
| +30% | +$73.6K | 0.01% | 251 |
|
|
2025
Q1 | $155K | Buy |
13,361
+110
| +0.8% | +$1.28K | ﹤0.01% | 302 |
|
|
2024
Q4 | $204K | Buy |
13,251
+3,001
| +29% | +$46.2K | ﹤0.01% | 295 |
|
|
2024
Q3 | $80.6K | Sell |
10,250
-1,846
| -15% | -$14.5K | ﹤0.01% | 292 |
|
|
2024
Q2 | $80K | Sell |
12,096
-19,800
| -62% | -$131K | ﹤0.01% | 304 |
|
|
2024
Q1 | $102K | Buy |
31,896
+19,700
| +162% | +$63.2K | ﹤0.01% | 301 |
|
|
2023
Q4 | $121K | Hold |
12,196
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $97.4K | Buy |
12,196
+250
| +2% | +$2K | ﹤0.01% | 256 |
|
|
2023
Q2 | $99.6K | Buy |
11,946
+200
| +2% | +$1.67K | ﹤0.01% | 268 |
|
|
2023
Q1 | $71.3K | Buy |
+11,746
| New | +$71.3K | ﹤0.01% | 250 |
|