First National Trust’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 | $514K | Buy |
+28,200
| New | +$514K | 0.02% | 285 |
|
|
2023
Q3 | – | Sell |
-31,025
| Closed | -$259K | – | 384 |
|
|
2023
Q2 | $259K | Hold |
31,025
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $188K | Hold |
31,025
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $143K | Hold |
31,025
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $151K | Hold |
31,025
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $164K | Buy |
31,025
+533
| +2% | +$2.82K | 0.01% | 347 |
|
|
2022
Q1 | $288K | Buy |
30,492
+492
| +2% | +$4.65K | 0.01% | 327 |
|
|
2021
Q4 | $474K | Buy |
+30,000
| New | +$474K | 0.02% | 277 |
|