Cornerstone Planning 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 | $12.3K | Buy |
571
+72
| +14% | +$1.55K | ﹤0.01% | 513 |
|
|
2025
Q1 | $5.86K | Buy |
499
+27
| +6% | +$317 | ﹤0.01% | 693 |
|
|
2024
Q4 | $7.59K | Sell |
472
-2,578
| -85% | -$41.5K | ﹤0.01% | 488 |
|
|
2024
Q3 | $31.9K | Buy |
3,050
+2,814
| +1,192% | +$29.5K | 0.01% | 238 |
|
|
2024
Q2 | $1.54K | Hold |
236
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $1.64K | Hold |
236
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $2.35K | Hold |
236
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $1.89K | Hold |
236
| – | – | ﹤0.01% | 673 |
|
|
2023
Q2 | $1.97K | Buy |
+236
| New | +$1.97K | ﹤0.01% | 1159 |
|
|
2022
Q4 | $1.28K | Buy |
+236
| New | +$1.28K | ﹤0.01% | 1302 |
|