First Horizon 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 | $39.8K | Sell |
2,185
-212
| -9% | -$3.86K | ﹤0.01% | 1129 |
|
2025
Q1 | $27.9K | Sell |
2,397
-232
| -9% | -$2.7K | ﹤0.01% | 1184 |
|
2024
Q4 | $40.5K | Sell |
2,629
-389
| -13% | -$5.99K | ﹤0.01% | 1037 |
|
2024
Q3 | $23.7K | Sell |
3,018
-906
| -23% | -$7.12K | ﹤0.01% | 1291 |
|
2024
Q2 | $25.9K | Buy |
3,924
+76
| +2% | +$502 | ﹤0.01% | 1183 |
|
2024
Q1 | $28.1K | Buy |
+3,848
| New | +$28.1K | ﹤0.01% | 1211 |
|
2021
Q4 | – | Sell |
-1,025
| Closed | -$16K | – | 2428 |
|
2021
Q3 | $16K | Hold |
1,025
| – | – | ﹤0.01% | 1364 |
|
2021
Q2 | $19K | Hold |
1,025
| – | – | ﹤0.01% | 1135 |
|
2021
Q1 | $17K | Buy |
+1,025
| New | +$17K | ﹤0.01% | 1133 |
|