Forum Financial 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 | $797K | Buy |
43,769
+2,372
| +6% | +$43.2K | 0.01% | 254 |
|
|
2025
Q1 | $481K | Sell |
41,397
-49
| -0.1% | -$570 | 0.01% | 390 |
|
|
2024
Q4 | $638K | Buy |
41,446
+5,475
| +15% | +$84.3K | 0.01% | 304 |
|
|
2024
Q3 | $283K | Buy |
35,971
+254
| +0.7% | +$2K | ﹤0.01% | 544 |
|
|
2024
Q2 | $236K | Buy |
35,717
+11,145
| +45% | +$73.7K | ﹤0.01% | 586 |
|
|
2024
Q1 | $179K | Buy |
24,572
+37
| +0.2% | +$270 | ﹤0.01% | 709 |
|
|
2023
Q4 | $244K | Buy |
+24,535
| New | +$244K | ﹤0.01% | 551 |
|