Caprock Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.38M | Sell |
290,362
-40,312
| -12% | -$469K | 0.1% | 177 |
|
|
2024
Q4 | $5.09M | Sell |
330,674
-396,439
| -55% | -$6.11M | 0.17% | 98 |
|
|
2024
Q3 | $5.72M | Sell |
727,113
-11,196
| -2% | -$88K | 0.21% | 78 |
|
|
2024
Q2 | $4.88M | Sell |
738,309
-9,772
| -1% | -$64.6K | 0.2% | 79 |
|
|
2024
Q1 | $5.46M | Sell |
748,081
-11,911
| -2% | -$87K | 0.31% | 51 |
|
|
2023
Q4 | $7.56M | Sell |
759,992
-99,130
| -12% | -$986K | 0.48% | 31 |
|
|
2023
Q3 | $6.86M | Buy |
859,122
+70,901
| +9% | +$566K | 0.52% | 31 |
|
|
2023
Q2 | $6.57M | Sell |
788,221
-171,855
| -18% | -$1.43M | 0.48% | 34 |
|
|
2023
Q1 | $5.83M | Sell |
960,076
-74,474
| -7% | -$452K | 0.45% | 38 |
|
|
2022
Q4 | $4.77M | Sell |
1,034,550
-74,449
| -7% | -$343K | 0.44% | 35 |
|
|
2022
Q3 | $5.41M | Sell |
1,108,999
-5,100
| -0.5% | -$24.9K | 0.52% | 34 |
|
|
2022
Q2 | $5.87M | Buy |
1,114,099
+705,871
| +173% | +$3.72M | 0.58% | 32 |
|
|
2022
Q1 | $3.86M | Buy |
408,228
+113,021
| +38% | +$1.07M | 0.36% | 44 |
|
|
2021
Q4 | $4.67M | Buy |
295,207
+225,579
| +324% | +$3.57M | 0.38% | 41 |
|
|
2021
Q3 | $1.11M | Buy |
69,628
+35,797
| +106% | +$569K | 0.1% | 143 |
|
|
2021
Q2 | $649K | Buy |
+33,831
| New | +$649K | 0.06% | 223 |
|