CreativeOne Wealth’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 | $441K | Buy |
24,209
+13,198
| +120% | +$240K | 0.01% | 785 |
|
|
2025
Q1 | $128K | Sell |
11,011
-1,170
| -10% | -$13.6K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $188K | Buy |
12,181
+180
| +1% | +$2.77K | 0.01% | 1025 |
|
|
2024
Q3 | $94.3K | Buy |
+12,001
| New | +$94.3K | ﹤0.01% | 928 |
|
|
2023
Q3 | – | Sell |
-21,587
| Closed | -$180K | – | 793 |
|
|
2023
Q2 | $180K | Sell |
21,587
-967
| -4% | -$8.06K | 0.01% | 795 |
|
|
2023
Q1 | $137K | Sell |
22,554
-26,445
| -54% | -$161K | 0.01% | 767 |
|
|
2022
Q4 | $226K | Buy |
48,999
+9
| +0% | +$42 | 0.01% | 658 |
|
|
2022
Q3 | $239K | Sell |
48,990
-6,038
| -11% | -$29.5K | 0.01% | 621 |
|
|
2022
Q2 | $290K | Buy |
55,028
+37,229
| +209% | +$196K | 0.02% | 569 |
|
|
2022
Q1 | $168K | Buy |
+17,799
| New | +$168K | 0.01% | 712 |
|
|
2021
Q4 | – | Sell |
-36,080
| Closed | -$573K | – | 790 |
|
|
2021
Q3 | $573K | Buy |
36,080
+24,480
| +211% | +$389K | 0.03% | 378 |
|
|
2021
Q2 | $222K | Buy |
+11,600
| New | +$222K | 0.01% | 625 |
|