Drive Wealth Management’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 | $738K | Buy |
40,546
+563
| +1% | +$10.3K | 0.16% | 118 |
|
|
2025
Q1 | $465K | Buy |
39,983
+428
| +1% | +$4.98K | 0.11% | 148 |
|
|
2024
Q4 | $609K | Buy |
39,555
+205
| +0.5% | +$3.16K | 0.15% | 111 |
|
|
2024
Q3 | $309K | Buy |
39,350
+4,063
| +12% | +$31.9K | 0.08% | 204 |
|
|
2024
Q2 | $233K | Buy |
35,287
+11
| +0% | +$73 | 0.06% | 251 |
|
|
2024
Q1 | $258K | Sell |
35,276
-560
| -2% | -$4.09K | 0.07% | 229 |
|
|
2023
Q4 | $357K | Sell |
35,836
-40
| -0.1% | -$398 | 0.12% | 167 |
|
|
2023
Q3 | $287K | Hold |
35,876
| – | – | 0.1% | 179 |
|
|
2023
Q2 | $299K | Sell |
35,876
-10
| -0% | -$83 | 0.11% | 175 |
|
|
2023
Q1 | $218K | Buy |
+35,886
| New | +$218K | 0.09% | 238 |
|