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