Covestor’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 | $182K | Buy |
9,986
+8,743
| +703% | +$159K | 0.11% | 233 |
|
|
2025
Q1 | $14K | Buy |
1,243
+26
| +2% | +$293 | 0.01% | 1322 |
|
|
2024
Q4 | $19K | Buy |
1,217
+94
| +8% | +$1.47K | 0.01% | 1225 |
|
|
2024
Q3 | $9K | Buy |
1,123
+14
| +1% | +$112 | 0.01% | 1633 |
|
|
2024
Q2 | $7K | Buy |
1,109
+4
| +0.4% | +$25 | ﹤0.01% | 1727 |
|
|
2024
Q1 | $8K | Sell |
1,105
-47
| -4% | -$340 | 0.01% | 1717 |
|
|
2023
Q4 | $11K | Buy |
1,152
+8
| +0.7% | +$76 | 0.01% | 1515 |
|
|
2023
Q3 | $9K | Sell |
1,144
-33
| -3% | -$260 | 0.01% | 1500 |
|
|
2023
Q2 | $10K | Sell |
1,177
-6
| -0.5% | -$51 | 0.01% | 1455 |
|
|
2023
Q1 | $7K | Sell |
1,183
-21
| -2% | -$124 | 0.01% | 1485 |
|
|
2022
Q4 | $6K | Sell |
1,204
-37
| -3% | -$184 | ﹤0.01% | 1536 |
|
|
2022
Q3 | $6K | Buy |
1,241
+1,194
| +2,540% | +$5.77K | 0.01% | 1453 |
|
|
2022
Q2 | $0 | Hold |
47
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q1 | $0 | Hold |
47
| – | – | ﹤0.01% | 2460 |
|
|
2021
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1935 |
|