Commonwealth Equity Services’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 | $9.87M | Sell |
542,158
-2,119
| -0.4% | -$38.6K | 0.01% | 914 |
|
|
2025
Q1 | $6.33M | Buy |
544,277
+66,892
| +14% | +$778K | 0.01% | 1126 |
|
|
2024
Q4 | $7.35M | Sell |
477,385
-157,076
| -25% | -$2.42M | 0.01% | 994 |
|
|
2024
Q3 | $4.99M | Buy |
634,461
+15,506
| +3% | +$122K | 0.01% | 1227 |
|
|
2024
Q2 | $4.09M | Buy |
618,955
+10,379
| +2% | +$68.6K | 0.01% | 1310 |
|
|
2024
Q1 | $4.44M | Buy |
608,576
+32,114
| +6% | +$234K | 0.01% | 1245 |
|
|
2023
Q4 | $5.74M | Sell |
576,462
-499,293
| -46% | -$4.97M | 0.01% | 1026 |
|
|
2023
Q3 | $8.6M | Buy |
1,075,755
+123,289
| +13% | +$985K | 0.02% | 754 |
|
|
2023
Q2 | $7.94M | Buy |
952,466
+23,338
| +3% | +$195K | 0.02% | 801 |
|
|
2023
Q1 | $5.64K | Sell |
929,128
-61,261
| -6% | -$372 | 0.01% | 954 |
|
|
2022
Q4 | $4.57M | Buy |
990,389
+286,511
| +41% | +$1.32M | 0.01% | 1010 |
|
|
2022
Q3 | $3.43M | Buy |
703,878
+32,359
| +5% | +$158K | 0.01% | 1095 |
|
|
2022
Q2 | $3.54M | Buy |
671,519
+45,625
| +7% | +$240K | 0.01% | 1085 |
|
|
2022
Q1 | $5.91M | Buy |
625,894
+127,848
| +26% | +$1.21M | 0.01% | 860 |
|
|
2021
Q4 | $7.87M | Buy |
498,046
+155,020
| +45% | +$2.45M | 0.02% | 696 |
|
|
2021
Q3 | $5.45M | Buy |
343,026
+279,533
| +440% | +$4.44M | 0.01% | 820 |
|
|
2021
Q2 | $1.22M | Buy |
63,493
+14,517
| +30% | +$278K | ﹤0.01% | 1774 |
|
|
2021
Q1 | $839K | Buy |
+48,976
| New | +$839K | ﹤0.01% | 1927 |
|