Founders Financial Securities’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 | $411K | Buy |
22,572
+300
| +1% | +$5.46K | 0.03% | 372 |
|
|
2025
Q1 | $294K | Sell |
22,272
-5,500
| -20% | -$72.6K | 0.02% | 397 |
|
|
2024
Q4 | $428K | Sell |
27,772
-788
| -3% | -$12.1K | 0.04% | 328 |
|
|
2024
Q3 | $224K | Buy |
28,560
+1,500
| +6% | +$11.8K | 0.02% | 401 |
|
|
2024
Q2 | $179K | Buy |
27,060
+2,000
| +8% | +$13.2K | 0.02% | 409 |
|
|
2024
Q1 | $183K | Hold |
25,060
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $249K | Buy |
25,060
+3,060
| +14% | +$30.4K | 0.03% | 328 |
|
|
2023
Q3 | $176K | Sell |
22,000
-1,000
| -4% | -$7.99K | 0.02% | 311 |
|
|
2023
Q2 | $192K | Hold |
23,000
| – | – | 0.03% | 304 |
|
|
2023
Q1 | $140K | Buy |
23,000
+1,000
| +5% | +$6.07K | 0.02% | 304 |
|
|
2022
Q4 | $101K | Buy |
22,000
+10,500
| +91% | +$48.4K | 0.02% | 311 |
|
|
2022
Q3 | $56K | Buy |
+11,500
| New | +$56K | 0.01% | 296 |
|