Capital Advisors Ltd’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 | $30K | Buy |
1,648
+34
| +2% | +$619 | ﹤0.01% | 563 |
|
|
2025
Q1 | $19K | Hold |
1,614
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $25K | Hold |
1,614
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $13K | Buy |
1,614
+2
| +0.1% | +$16 | ﹤0.01% | 722 |
|
|
2024
Q2 | $11K | Sell |
1,612
-774
| -32% | -$5.28K | ﹤0.01% | 740 |
|
|
2024
Q1 | $17K | Buy |
2,386
+831
| +53% | +$5.92K | ﹤0.01% | 615 |
|
|
2023
Q4 | $15K | Hold |
1,555
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $12K | Hold |
1,555
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $13K | Buy |
+1,555
| New | +$13K | ﹤0.01% | 646 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | – | – | 1606 |
|
|
2022
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1497 |
|