Future Financial 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 | $264K | Buy |
14,500
+1,000
| +7% | +$18.2K | 0.18% | 96 |
|
|
2025
Q1 | $157K | Hold |
13,500
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $208K | Sell |
13,500
-1,610
| -11% | -$24.8K | 0.15% | 108 |
|
|
2024
Q3 | $119K | Buy |
+15,110
| New | +$119K | 0.08% | 157 |
|
|
2024
Q2 | – | Sell |
-5,110
| Closed | -$37.3K | – | 412 |
|
|
2024
Q1 | $37.3K | Buy |
+5,110
| New | +$37.3K | 0.03% | 294 |
|
|
2022
Q2 | – | Sell |
-3,760
| Closed | -$36K | – | 437 |
|
|
2022
Q1 | $36K | Buy |
3,760
+250
| +7% | +$2.39K | 0.03% | 308 |
|
|
2021
Q4 | $55K | Buy |
+3,510
| New | +$55K | 0.04% | 261 |
|