Farther Finance 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 | $196K | Buy |
10,771
+6,423
| +148% | +$117K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $51.8K | Buy |
4,348
+1,839
| +73% | +$21.9K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $38.6K | Buy |
2,509
+3
| +0.1% | +$46 | ﹤0.01% | 1787 |
|
|
2024
Q3 | $19.7K | Buy |
2,506
+370
| +17% | +$2.91K | ﹤0.01% | 2083 |
|
|
2024
Q2 | $13.7K | Buy |
2,136
+1,099
| +106% | +$7.07K | ﹤0.01% | 1938 |
|
|
2024
Q1 | $7.49K | Buy |
1,037
+389
| +60% | +$2.81K | ﹤0.01% | 1878 |
|
|
2023
Q4 | $6.45K | Buy |
648
+334
| +106% | +$3.32K | ﹤0.01% | 1837 |
|
|
2023
Q3 | $2.51K | Buy |
314
+181
| +136% | +$1.45K | ﹤0.01% | 1770 |
|
|
2023
Q2 | $1.11K | Buy |
133
+33
| +33% | +$275 | ﹤0.01% | 1942 |
|
|
2023
Q1 | $607 | Buy |
100
+48
| +92% | +$291 | ﹤0.01% | 1957 |
|
|
2022
Q4 | $240 | Buy |
+52
| New | +$240 | ﹤0.01% | 1997 |
|