Caption Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
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|
2025
Q1 | $832K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $45.6K | Hold |
|
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|
2024
Q2 | $38.3K | Sell |
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|
2024
Q1 | $108K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $951K | Buy |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $3.41M | Sell |
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|
2021
Q3 | $3.89M | Buy |
|