Capstone Investment Advisors’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 | $444K | Buy |
+24,400
| New | +$444K | ﹤0.01% | 584 |
|
|
2025
Q1 | – | Sell |
-23,504
| Closed | -$362K | – | 813 |
|
|
2024
Q4 | $362K | Buy |
+23,504
| New | +$362K | ﹤0.01% | 571 |
|
|
2023
Q1 | – | Sell |
-99,923
| Closed | -$461K | – | 727 |
|
|
2022
Q4 | $461K | Buy |
+99,923
| New | +$461K | ﹤0.01% | 472 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 870 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1125 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1134 |
|
|
2021
Q4 | – | Sell |
-70,014
| Closed | -$1.11M | – | 1063 |
|
|
2021
Q3 | $1.11M | Buy |
+70,014
| New | +$1.11M | ﹤0.01% | 423 |
|