CoreCap Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
13,206
-726
| -5% | -$13.2K | 0.01% | 686 |
|
|
2025
Q1 | $162K | Sell |
13,932
-2,957
| -18% | -$34.4K | 0.01% | 730 |
|
|
2024
Q4 | $260K | Buy |
16,889
+8,677
| +106% | +$134K | 0.01% | 627 |
|
|
2024
Q3 | $64.5K | Buy |
8,212
+1,917
| +30% | +$15.1K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $41.6K | Sell |
6,295
-17,580
| -74% | -$116K | ﹤0.01% | 708 |
|
|
2024
Q1 | $174K | Buy |
+23,875
| New | +$174K | 0.01% | 667 |
|
|
2022
Q4 | $62.2K | Sell |
13,492
-7,000
| -34% | -$32.3K | ﹤0.01% | 918 |
|
|
2022
Q3 | $100K | Buy |
20,492
+6,686
| +48% | +$32.6K | 0.01% | 519 |
|
|
2022
Q2 | $73K | Buy |
+13,806
| New | +$73K | 0.01% | 810 |
|
|
2022
Q1 | – | Sell |
-5,875
| Closed | -$93K | – | 1849 |
|
|
2021
Q4 | $93K | Buy |
+5,875
| New | +$93K | 0.01% | 783 |
|