Crewe Advisors’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 | $4.33K | Buy |
238
+20
| +9% | +$364 | ﹤0.01% | 543 |
|
|
2025
Q1 | $2.54K | Sell |
218
-21
| -9% | -$244 | ﹤0.01% | 535 |
|
|
2024
Q4 | $3.68K | Sell |
239
-13,822
| -98% | -$213K | ﹤0.01% | 498 |
|
|
2024
Q3 | $111K | Buy |
14,061
+27
| +0.2% | +$212 | 0.01% | 215 |
|
|
2024
Q2 | $92.8K | Buy |
14,034
+200
| +1% | +$1.32K | 0.01% | 280 |
|
|
2024
Q1 | $101K | Buy |
+13,834
| New | +$101K | 0.01% | 270 |
|
|
2023
Q4 | – | Sell |
-13,850
| Closed | -$111K | – | 655 |
|
|
2023
Q3 | $111K | Sell |
13,850
-1,998
| -13% | -$16K | 0.02% | 102 |
|
|
2023
Q2 | $132K | Buy |
15,848
+14
| +0.1% | +$117 | 0.02% | 180 |
|
|
2023
Q1 | $96.1K | Hold |
15,834
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $73K | Sell |
15,834
-500
| -3% | -$2.31K | 0.01% | 264 |
|
|
2022
Q3 | $80K | Hold |
16,334
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $86K | Buy |
16,334
+2,000
| +14% | +$10.5K | 0.02% | 229 |
|
|
2022
Q1 | $135K | Sell |
14,334
-200
| -1% | -$1.88K | 0.03% | 149 |
|
|
2021
Q4 | $230K | Buy |
14,534
+14,034
| +2,807% | +$222K | 0.05% | 78 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 278 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 302 |
|