Freestone Capital Holdings’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 | $617K | Buy |
33,866
+3,905
| +13% | +$71.1K | 0.02% | 265 |
|
|
2025
Q1 | $348K | Sell |
29,961
-16,758
| -36% | -$195K | 0.01% | 329 |
|
|
2024
Q4 | $719K | Sell |
46,719
-3,875
| -8% | -$59.7K | 0.02% | 249 |
|
|
2024
Q3 | $398K | Hold |
50,594
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $334K | Sell |
50,594
-13,756
| -21% | -$90.9K | 0.01% | 365 |
|
|
2024
Q1 | $470K | Buy |
+64,350
| New | +$470K | 0.02% | 305 |
|