Capital Analysts LLC’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 | $4K | Hold |
240
| – | – | ﹤0.01% | 1279 |
|
|
2025
Q1 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 1294 |
|
|
2024
Q3 | – | Sell |
-128
| Closed | -$1K | – | 1359 |
|
|
2024
Q2 | $1K | Hold |
128
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q1 | $1K | Hold |
128
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q4 | $1K | Hold |
128
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q3 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 1142 |
|
|
2022
Q1 | – | Sell |
-240
| Closed | -$4K | – | 1025 |
|
|
2021
Q4 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 912 |
|