Diversify Advisory Services’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 | $22.3M | Sell |
941,215
-105,824
| -10% | -$2.5M | 0.85% | 21 |
|
|
2025
Q1 | $13.9M | Buy |
1,047,039
+416,869
| +66% | +$5.53M | 0.87% | 23 |
|
|
2024
Q4 | $8.92M | Sell |
630,170
-183,419
| -23% | -$2.6M | 0.49% | 29 |
|
|
2024
Q3 | $8.61M | Buy |
813,589
+56,245
| +7% | +$595K | 0.46% | 39 |
|
|
2024
Q2 | $4.83M | Sell |
757,344
-200,007
| -21% | -$1.28M | 0.26% | 71 |
|
|
2024
Q1 | $6.91M | Buy |
+957,351
| New | +$6.91M | 0.41% | 51 |
|