Financial Perspectives’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 | $14.1K | Buy |
775
+650
| +520% | +$11.8K | ﹤0.01% | 466 |
|
|
2025
Q1 | $1.45K | Hold |
125
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $1.93K | Hold |
125
| – | – | ﹤0.01% | 628 |
|
|
2024
Q3 | $983 | Hold |
125
| – | – | ﹤0.01% | 619 |
|
|
2024
Q2 | $826 | Hold |
125
| – | – | ﹤0.01% | 622 |
|
|
2024
Q1 | $913 | Hold |
125
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $1.24K | Hold |
125
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $999 | Hold |
125
| – | – | ﹤0.01% | 633 |
|
|
2023
Q2 | $1.04K | Hold |
125
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $759 | Buy |
+125
| New | +$759 | ﹤0.01% | 631 |
|