Chapin Davis’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 |
-11,525
| Closed | -$90.6K | – | 241 |
|
|
2024
Q4 | $90.6K | Hold |
11,525
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $90.6K | Sell |
11,525
-3,000
| -21% | -$23.6K | 0.03% | 226 |
|
|
2024
Q2 | $96K | Buy |
14,525
+1,000
| +7% | +$6.61K | 0.03% | 220 |
|
|
2024
Q1 | $98.7K | Buy |
13,525
+300
| +2% | +$2.19K | 0.04% | 223 |
|
|
2023
Q4 | $132K | Buy |
+13,225
| New | +$132K | 0.06% | 203 |
|
|
2023
Q3 | – | Sell |
-23,225
| Closed | -$194K | – | 225 |
|
|
2023
Q2 | $194K | Sell |
23,225
-8,500
| -27% | -$70.9K | 0.09% | 198 |
|
|
2023
Q1 | $193K | Hold |
31,725
| – | – | 0.1% | 197 |
|
|
2022
Q4 | $146K | Buy |
+31,725
| New | +$146K | 0.08% | 183 |
|