Castleview Partners’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 | – | Sell |
-800
| Closed | -$11.3K | – | 499 |
|
|
2024
Q4 | $11.3K | Buy |
+800
| New | +$11.3K | 0.01% | 565 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$1.99K | – | 941 |
|
|
2023
Q4 | $1.99K | Hold |
200
| – | – | ﹤0.01% | 705 |
|
|
2023
Q3 | $1.6K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $1.67K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2023
Q1 | $1.21K | Hold |
200
| – | – | ﹤0.01% | 599 |
|
|
2022
Q4 | $922 | Hold |
200
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $1K | Sell |
200
-1,009
| -83% | -$5.05K | ﹤0.01% | 595 |
|
|
2022
Q2 | $86.2K | Buy |
1,209
+1,009
| +505% | +$72K | 0.07% | 228 |
|
|
2022
Q1 | $1K | Sell |
200
-2,962
| -94% | -$14.8K | ﹤0.01% | 683 |
|
|
2021
Q4 | $200 | Buy |
+3,162
| New | +$200 | ﹤0.01% | 686 |
|