Consolidated Investment Group’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
$3.66M Buy
201,085
+50,000
+33% +$911K 0.49% 45
2025
Q1
$1.76M Buy
151,085
+13,085
+9% +$152K 0.27% 56
2024
Q4
$2.13M Hold
138,000
0.3% 51
2024
Q3
$1.09M Buy
138,000
+75,000
+119% +$590K 0.16% 61
2024
Q2
$416K Hold
63,000
0.06% 61
2024
Q1
$460K Hold
63,000
0.07% 60
2023
Q4
$627K Hold
63,000
0.11% 60
2023
Q3
$503K Hold
63,000
0.1% 63
2023
Q2
$525K Hold
63,000
0.09% 63
2023
Q1
$382K Hold
63,000
0.07% 65
2022
Q4
$290K Hold
63,000
0.06% 68
2022
Q3
$307K Hold
63,000
0.07% 71
2022
Q2
$332K Hold
63,000
0.06% 82
2022
Q1
$595K Buy
63,000
+7,500
+14% +$70.8K 0.1% 73
2021
Q4
$877K Buy
+55,500
New +$877K 0.14% 67