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 |
|