Focused Wealth Management’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 | $271K | Buy |
14,899
+1,950
| +15% | +$35.5K | 0.03% | 134 |
|
|
2025
Q1 | $151K | Buy |
+12,949
| New | +$151K | 0.02% | 161 |
|
|
2024
Q4 | – | Sell |
-1,194
| Closed | -$9.39K | – | 219 |
|
|
2024
Q3 | $9.39K | Buy |
+1,194
| New | +$9.39K | ﹤0.01% | 204 |
|
|
2024
Q1 | – | Sell |
-1,154
| Closed | -$11.5K | – | 802 |
|
|
2023
Q4 | $11.5K | Buy |
1,154
+673
| +140% | +$6.7K | ﹤0.01% | 515 |
|
|
2023
Q3 | $3.84K | Buy |
481
+81
| +20% | +$647 | ﹤0.01% | 661 |
|
|
2023
Q2 | $3.34K | Sell |
400
-400
| -50% | -$3.34K | ﹤0.01% | 697 |
|
|
2023
Q1 | $4.86K | Hold |
800
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $3.69K | Hold |
800
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $4K | Hold |
800
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $4K | Hold |
800
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $8K | Sell |
800
-800
| -50% | -$8K | ﹤0.01% | 560 |
|
|
2021
Q4 | $25K | Buy |
1,600
+450
| +39% | +$7.03K | ﹤0.01% | 450 |
|
|
2021
Q3 | $18K | Buy |
1,150
+500
| +77% | +$7.83K | ﹤0.01% | 505 |
|
|
2021
Q2 | $12K | Buy |
650
+400
| +160% | +$7.39K | ﹤0.01% | 550 |
|
|
2021
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 692 |
|