City State Bank’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
$4.55K Sell
250
-5,000
-95% -$91.1K ﹤0.01% 596
2025
Q1
$61.1K Buy
5,250
+5,000
+2,000% +$58.2K 0.02% 310
2024
Q4
$3.85K Sell
250
-250
-50% -$3.85K ﹤0.01% 604
2024
Q3
$3.93K Buy
500
+300
+150% +$2.36K ﹤0.01% 601
2024
Q2
$1.32K Hold
200
﹤0.01% 656
2024
Q1
$1K Hold
200
﹤0.01% 701
2023
Q4
$2K Buy
+200
New +$2K ﹤0.01% 625