Fortis 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 | $570K | Hold |
31,300
| – | – | 0.37% | 53 |
|
|
2025
Q1 | $364K | Sell |
31,300
-13,250
| -30% | -$154K | 0.24% | 75 |
|
|
2024
Q4 | $686K | Hold |
44,550
| – | – | 0.45% | 41 |
|
|
2024
Q3 | $350K | Hold |
44,550
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $294K | Buy |
44,550
+2,000
| +5% | +$13.2K | 0.21% | 77 |
|
|
2024
Q1 | $311K | Hold |
42,550
| – | – | 0.21% | 73 |
|
|
2023
Q4 | $423K | Buy |
42,550
+2,500
| +6% | +$24.9K | 0.3% | 52 |
|
|
2023
Q3 | $320K | Sell |
40,050
-11,100
| -22% | -$88.7K | 0.24% | 67 |
|
|
2023
Q2 | $427K | Buy |
51,150
+2,500
| +5% | +$20.9K | 0.31% | 49 |
|
|
2023
Q1 | $295K | Buy |
48,650
+14,000
| +40% | +$85K | 0.19% | 71 |
|
|
2022
Q4 | $160K | Hold |
34,650
| – | – | 0.12% | 89 |
|
|
2022
Q3 | $169K | Buy |
34,650
+2,750
| +9% | +$13.4K | 0.12% | 94 |
|
|
2022
Q2 | $168K | Buy |
31,900
+17,800
| +126% | +$93.7K | 0.11% | 99 |
|
|
2022
Q1 | $133K | Buy |
14,100
+3,500
| +33% | +$33K | 0.07% | 133 |
|
|
2021
Q4 | $168K | Buy |
+10,600
| New | +$168K | 0.1% | 104 |
|