Capital Advisors Wealth Management’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 | $2.01M | Sell |
110,357
-345
| -0.3% | -$6.28K | 0.32% | 58 |
|
|
2025
Q1 | $1.29M | Sell |
110,702
-1,185
| -1% | -$13.8K | 0.23% | 60 |
|
|
2024
Q4 | $1.72M | Buy |
111,887
+3,708
| +3% | +$57.1K | 0.31% | 50 |
|
|
2024
Q3 | $850K | Buy |
108,179
+5,180
| +5% | +$40.7K | 0.16% | 71 |
|
|
2024
Q2 | $681K | Buy |
102,999
+486
| +0.5% | +$3.21K | 0.13% | 73 |
|
|
2024
Q1 | $748K | Buy |
102,513
+3,150
| +3% | +$23K | 0.16% | 65 |
|
|
2023
Q4 | $989K | Buy |
99,363
+6,350
| +7% | +$63.2K | 0.23% | 56 |
|
|
2023
Q3 | $743K | Buy |
93,013
+11,405
| +14% | +$91.1K | 0.19% | 64 |
|
|
2023
Q2 | $681K | Buy |
81,608
+6,285
| +8% | +$52.4K | 0.17% | 68 |
|
|
2023
Q1 | $457K | Buy |
75,323
+2,145
| +3% | +$13K | 0.13% | 80 |
|
|
2022
Q4 | $337K | Sell |
73,178
-3,720
| -5% | -$17.1K | 0.1% | 90 |
|
|
2022
Q3 | $375K | Buy |
76,898
+62,040
| +418% | +$303K | 0.12% | 81 |
|
|
2022
Q2 | $78K | Buy |
14,858
+2,384
| +19% | +$12.5K | 0.03% | 114 |
|
|
2022
Q1 | $118K | Buy |
+12,474
| New | +$118K | 0.04% | 121 |
|