EP Wealth 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 | – | Sell |
-192,811
| Closed | -$2.24M | – | 1467 |
|
|
2025
Q1 | $2.24M | Sell |
192,811
-93,650
| -33% | -$1.09M | 0.02% | 347 |
|
|
2024
Q4 | $4.41M | Sell |
286,461
-89,304
| -24% | -$1.38M | 0.04% | 234 |
|
|
2024
Q3 | $2.95M | Sell |
375,765
-7,079
| -2% | -$55.6K | 0.03% | 290 |
|
|
2024
Q2 | $2.53M | Buy |
382,844
+6,122
| +2% | +$40.5K | 0.03% | 248 |
|
|
2024
Q1 | $2.75M | Sell |
376,722
-300
| -0.1% | -$2.19K | 0.03% | 230 |
|
|
2023
Q4 | $3.75M | Buy |
377,022
+1,508
| +0.4% | +$15K | 0.05% | 195 |
|
|
2023
Q3 | $3M | Buy |
375,514
+152,309
| +68% | +$1.22M | 0.05% | 200 |
|
|
2023
Q2 | $3.13M | Buy |
+223,205
| New | +$3.13M | 0.05% | 200 |
|
|
2022
Q4 | – | Sell |
-13,821
| Closed | -$67K | – | 640 |
|
|
2022
Q3 | $67K | Buy |
+13,821
| New | +$67K | ﹤0.01% | 326 |
|