Clay Northam Wealth Management’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 | $303K | Hold |
16,665
| – | – | 0.19% | 65 |
|
|
2025
Q1 | $194K | Buy |
16,665
+1,329
| +9% | +$15.5K | 0.14% | 86 |
|
|
2024
Q4 | $236K | Hold |
15,336
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $121K | Hold |
15,336
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $101K | Buy |
15,336
+3,858
| +34% | +$25.5K | 0.08% | 86 |
|
|
2024
Q1 | $83.8K | Buy |
+11,478
| New | +$83.8K | 0.07% | 87 |
|