Centerpoint 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 | $0 | Hold |
25
| – | – | ﹤0.01% | 430 |
|
|
2025
Q1 | $0 | Sell |
25
-25
| -50% | – | ﹤0.01% | 447 |
|
|
2024
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $0 | Sell |
50
-50
| -50% | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $1K | Sell |
100
-150
| -60% | -$1.5K | ﹤0.01% | 539 |
|
|
2023
Q1 | $2K | Sell |
250
-250
| -50% | -$2K | ﹤0.01% | 450 |
|
|
2022
Q4 | $2K | Buy |
500
+100
| +25% | +$400 | ﹤0.01% | 412 |
|
|
2022
Q3 | $2K | Buy |
400
+200
| +100% | +$1K | ﹤0.01% | 326 |
|
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 332 |
|