Edgestream Partners’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 | $2.26M | Sell |
124,073
-274,479
| -69% | -$5M | 0.06% | 502 |
|
|
2025
Q1 | $4.64M | Buy |
398,552
+271,831
| +215% | +$3.16M | 0.16% | 246 |
|
|
2024
Q4 | $1.95M | Sell |
126,721
-277,556
| -69% | -$4.27M | 0.08% | 405 |
|
|
2024
Q3 | $3.18M | Buy |
404,277
+144,139
| +55% | +$1.13M | 0.14% | 250 |
|
|
2024
Q2 | $1.72M | Buy |
+260,138
| New | +$1.72M | 0.08% | 381 |
|
|
2024
Q1 | – | Sell |
-10,805
| Closed | -$108K | – | 1003 |
|
|
2023
Q4 | $108K | Buy |
+10,805
| New | +$108K | 0.01% | 799 |
|