Cassaday & Co Wealth Management’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 | – | Sell |
-14,400
| Closed | -$167K | – | 339 |
|
|
2025
Q1 | $167K | Sell |
14,400
-5,500
| -28% | -$64K | ﹤0.01% | 309 |
|
|
2024
Q4 | $306K | Buy |
19,900
+9,900
| +99% | +$152K | 0.01% | 251 |
|
|
2024
Q3 | $78.6K | Sell |
10,000
-450
| -4% | -$3.54K | ﹤0.01% | 308 |
|
|
2024
Q2 | $69.1K | Buy |
10,450
+450
| +5% | +$2.98K | ﹤0.01% | 286 |
|
|
2024
Q1 | $73K | Hold |
10,000
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $99.5K | Hold |
10,000
| – | – | ﹤0.01% | 265 |
|
|
2023
Q3 | $79.9K | Hold |
10,000
| – | – | ﹤0.01% | 258 |
|
|
2023
Q2 | $83.4K | Buy |
+10,000
| New | +$83.4K | ﹤0.01% | 255 |
|
|
2023
Q1 | – | Sell |
-13,224
| Closed | -$61K | – | 264 |
|
|
2022
Q4 | $61K | Buy |
+13,224
| New | +$61K | ﹤0.01% | 252 |
|