Game Plan Financial 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 | $94.7K | Sell |
5,200
-2,250
| -30% | -$41K | 0.04% | 119 |
|
|
2025
Q1 | $86.6K | Sell |
7,450
-750
| -9% | -$8.72K | 0.04% | 121 |
|
|
2024
Q4 | $128K | Buy |
8,200
+1,000
| +14% | +$15.6K | 0.06% | 103 |
|
|
2024
Q3 | $56.6K | Hold |
7,200
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $47.6K | Sell |
7,200
-600
| -8% | -$3.97K | 0.02% | 149 |
|
|
2024
Q1 | $56.9K | Sell |
7,800
-150
| -2% | -$1.1K | 0.03% | 147 |
|
|
2023
Q4 | $79.1K | Buy |
+7,950
| New | +$79.1K | 0.05% | 132 |
|
|
2022
Q4 | $327K | Buy |
70,900
+26,900
| +61% | +$124K | 0.27% | 62 |
|
|
2022
Q3 | $215K | Buy |
44,000
+20,700
| +89% | +$101K | 0.18% | 67 |
|
|
2022
Q2 | $123K | Buy |
23,300
+1,900
| +9% | +$10K | 0.1% | 81 |
|
|
2022
Q1 | $202K | Buy |
+21,400
| New | +$202K | 0.12% | 85 |
|