Focus Partners Wealth’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 | $5.76M | Buy |
316,360
+2,018
| +0.6% | +$36.7K | 0.01% | 638 |
|
|
2025
Q1 | $3.66M | Buy |
314,342
+12,831
| +4% | +$149K | 0.01% | 710 |
|
|
2024
Q4 | $4.64M | Buy |
301,511
+31,551
| +12% | +$486K | 0.01% | 622 |
|
|
2024
Q3 | $34.9M | Buy |
269,960
+155,065
| +135% | +$20M | 0.11% | 185 |
|
|
2024
Q2 | $759K | Sell |
114,895
-5,518
| -5% | -$36.5K | ﹤0.01% | 858 |
|
|
2024
Q1 | $879K | Buy |
120,413
+307
| +0.3% | +$2.24K | 0.01% | 628 |
|
|
2023
Q4 | $1.2M | Buy |
+120,106
| New | +$1.2M | 0.02% | 426 |
|