Concord Wealth Partners’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 | $656 | Hold |
36
| – | – | ﹤0.01% | 776 |
|
|
2025
Q1 | $419 | Sell |
36
-100
| -74% | -$1.16K | ﹤0.01% | 768 |
|
|
2024
Q4 | $2.09K | Buy |
136
+100
| +278% | +$1.54K | ﹤0.01% | 706 |
|
|
2024
Q3 | $283 | Hold |
36
| – | – | ﹤0.01% | 919 |
|
|
2024
Q2 | $238 | Hold |
36
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $263 | Buy |
+36
| New | +$263 | ﹤0.01% | 827 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$3K | – | 1373 |
|
|
2021
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1075 |
|