Garde Capital’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 | $48.3K | Hold |
2,653
| – | – | ﹤0.01% | 332 |
|
|
2025
Q1 | $30.9K | Buy |
+2,653
| New | +$30.9K | ﹤0.01% | 371 |
|
|
2023
Q2 | – | Sell |
-24,542
| Closed | -$149K | – | 287 |
|
|
2023
Q1 | $149K | Hold |
24,542
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $113K | Sell |
24,542
-2,220
| -8% | -$10.2K | 0.01% | 230 |
|
|
2022
Q3 | $131K | Hold |
26,762
| – | – | 0.02% | 210 |
|
|
2022
Q2 | $141K | Buy |
26,762
+878
| +3% | +$4.63K | 0.02% | 223 |
|
|
2022
Q1 | $245K | Buy |
25,884
+4,873
| +23% | +$46.1K | 0.03% | 182 |
|
|
2021
Q4 | $332K | Sell |
21,011
-3,963
| -16% | -$62.6K | 0.03% | 165 |
|
|
2021
Q3 | $397K | Sell |
24,974
-6,406
| -20% | -$102K | 0.04% | 138 |
|
|
2021
Q2 | $602K | Buy |
31,380
+24,580
| +361% | +$472K | 0.06% | 115 |
|
|
2021
Q1 | $117K | Buy |
+6,800
| New | +$117K | 0.01% | 235 |
|