Clearstead 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 | $66.6K | Buy |
3,659
+807
| +28% | +$14.7K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $33.2K | Buy |
2,852
+2
| +0.1% | +$23 | ﹤0.01% | 1275 |
|
|
2024
Q4 | $43.9K | Sell |
2,850
-2,240
| -44% | -$34.5K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $40K | Hold |
5,090
| – | – | ﹤0.01% | 1252 |
|
|
2024
Q2 | $33.6K | Buy |
5,090
+250
| +5% | +$1.65K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $34.4K | Buy |
4,840
+600
| +14% | +$4.27K | ﹤0.01% | 847 |
|
|
2023
Q4 | $42.2K | Sell |
4,240
-4,240
| -50% | -$42.2K | ﹤0.01% | 785 |
|
|
2023
Q3 | $67.8K | Buy |
8,480
+4,240
| +100% | +$33.9K | ﹤0.01% | 823 |
|
|
2023
Q2 | $35.4K | Hold |
4,240
| – | – | ﹤0.01% | 799 |
|
|
2023
Q1 | $25.7K | Sell |
4,240
-200
| -5% | -$1.21K | ﹤0.01% | 803 |
|
|
2022
Q4 | $20.5K | Buy |
4,440
+2,200
| +98% | +$10.1K | ﹤0.01% | 795 |
|
|
2022
Q3 | $11K | Hold |
2,240
| – | – | ﹤0.01% | 877 |
|
|
2022
Q2 | $12K | Hold |
2,240
| – | – | ﹤0.01% | 899 |
|
|
2022
Q1 | $21K | Hold |
2,240
| – | – | ﹤0.01% | 862 |
|
|
2021
Q4 | $35K | Hold |
2,240
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $36K | Buy |
2,240
+1,600
| +250% | +$25.7K | ﹤0.01% | 662 |
|
|
2021
Q2 | $12K | Sell |
640
-1,860
| -74% | -$34.9K | ﹤0.01% | 779 |
|
|
2021
Q1 | $43K | Buy |
2,500
+2,400
| +2,400% | +$41.3K | ﹤0.01% | 566 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 951 |
|