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 |
|