FWP
Firethorn Wealth Partners’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
254,507
+25,499
| +11% | +$464K | 2.01% | 13 |
|
|
2025
Q1 | $2.66M | Buy |
229,008
+28,692
| +14% | +$334K | 1.27% | 16 |
|
|
2024
Q4 | $3.08M | Sell |
200,316
-57,492
| -22% | -$885K | 1.53% | 16 |
|
|
2024
Q3 | $2.03M | Buy |
257,808
+3,128
| +1% | +$24.6K | 1.03% | 24 |
|
|
2024
Q2 | $1.68M | Buy |
254,680
+82,701
| +48% | +$547K | 0.95% | 27 |
|
|
2024
Q1 | $1.26M | Buy |
171,979
+20,763
| +14% | +$152K | 0.74% | 30 |
|
|
2023
Q4 | $1.5M | Buy |
151,216
+20,408
| +16% | +$203K | 0.99% | 24 |
|
|
2023
Q3 | $1.05M | Buy |
130,808
+16,924
| +15% | +$135K | 0.8% | 29 |
|
|
2023
Q2 | $950K | Buy |
113,884
+27,670
| +32% | +$231K | 0.71% | 27 |
|
|
2023
Q1 | $472K | Sell |
86,214
-16,862
| -16% | -$92.2K | 0.37% | 54 |
|
|
2022
Q4 | $475K | Sell |
103,076
-1,967
| -2% | -$9.07K | 0.4% | 58 |
|
|
2022
Q3 | $513K | Sell |
105,043
-16,802
| -14% | -$82.1K | 0.48% | 49 |
|
|
2022
Q2 | $775K | Buy |
121,845
+43,316
| +55% | +$276K | 0.63% | 34 |
|
|
2022
Q1 | $742K | Buy |
78,529
+26,141
| +50% | +$247K | 0.56% | 43 |
|
|
2021
Q4 | $828K | Buy |
+52,388
| New | +$828K | 0.62% | 39 |
|