Capital Fund Management (CFM)’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 | $4.9M | Buy |
+269,277
| New | +$4.9M | 0.01% | 393 |
|
2025
Q1 | – | Sell |
-3,341,683
| Closed | -$51.5M | – | 1151 |
|
2024
Q4 | $51.5M | Buy |
3,341,683
+2,503,196
| +299% | +$38.5M | 0.13% | 41 |
|
2024
Q3 | $6.59M | Buy |
838,487
+235,234
| +39% | +$1.85M | 0.02% | 294 |
|
2024
Q2 | $3.99M | Buy |
+603,253
| New | +$3.99M | 0.01% | 352 |
|
2024
Q1 | – | Sell |
-1,475,062
| Closed | -$14.7M | – | 1061 |
|
2023
Q4 | $14.7M | Buy |
+1,475,062
| New | +$14.7M | 0.04% | 158 |
|
2023
Q3 | – | Sell |
-704,112
| Closed | -$5.87M | – | 959 |
|
2023
Q2 | $5.87M | Buy |
704,112
+531,310
| +307% | +$4.43M | 0.02% | 248 |
|
2023
Q1 | $1.05M | Buy |
+172,802
| New | +$1.05M | 0.01% | 432 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 841 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 880 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 884 |
|