FAS Wealth 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 | $270K | Hold |
14,820
| – | – | 0.02% | 273 |
|
|
2025
Q1 | $172K | Sell |
14,820
-1,000
| -6% | -$11.6K | 0.01% | 297 |
|
|
2024
Q4 | $244K | Sell |
15,820
-300
| -2% | -$4.62K | 0.02% | 278 |
|
|
2024
Q3 | $127K | Sell |
16,120
-700
| -4% | -$5.5K | 0.01% | 313 |
|
|
2024
Q2 | $111K | Hold |
16,820
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $123K | Buy |
16,820
+1,000
| +6% | +$7.3K | 0.01% | 309 |
|
|
2023
Q4 | $157K | Buy |
15,820
+655
| +4% | +$6.52K | 0.02% | 291 |
|
|
2023
Q3 | $121K | Sell |
15,165
-2,000
| -12% | -$16K | 0.01% | 292 |
|
|
2023
Q2 | $143K | Buy |
17,165
+4,900
| +40% | +$40.9K | 0.02% | 267 |
|
|
2023
Q1 | $74.4K | Buy |
12,265
+565
| +5% | +$3.43K | 0.01% | 317 |
|
|
2022
Q4 | $53.9K | Hold |
11,700
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $57K | Buy |
+11,700
| New | +$57K | 0.01% | 314 |
|