CA
Continuum Advisory’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-626
| Closed | -$7.28K | – | 1394 |
|
|
2025
Q1 | $7.28K | Hold |
626
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q4 | $9.64K | Hold |
626
| – | – | ﹤0.01% | 993 |
|
|
2024
Q3 | $8.39K | Buy |
+626
| New | +$8.39K | ﹤0.01% | 1045 |
|
|
2024
Q1 | – | Sell |
-10,025
| Closed | -$99.7K | – | 1708 |
|
|
2023
Q4 | $99.7K | Buy |
10,025
+25
| +0.3% | +$249 | 0.01% | 445 |
|
|
2023
Q3 | $79.9K | Hold |
10,000
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $83.4K | Hold |
10,000
| – | – | 0.01% | 439 |
|
|
2023
Q1 | $60.7K | Sell |
10,000
-32
| -0.3% | -$194 | 0.01% | 415 |
|
|
2022
Q4 | $46.2K | Sell |
10,032
-203
| -2% | -$936 | 0.01% | 406 |
|
|
2022
Q3 | $50K | Hold |
10,235
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $54K | Buy |
+10,235
| New | +$54K | 0.01% | 394 |
|