Geneos 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 | $166K | Sell |
9,136
-14,635
| -62% | -$267K | ﹤0.01% | 1062 |
|
|
2025
Q1 | $276K | Buy |
23,771
+12,216
| +106% | +$142K | ﹤0.01% | 1105 |
|
|
2024
Q4 | $178K | Sell |
11,555
-6,050
| -34% | -$93.2K | 0.01% | 881 |
|
|
2024
Q3 | $138K | Buy |
17,605
+7,580
| +76% | +$59.6K | 0.01% | 868 |
|
|
2024
Q2 | $66.3K | Sell |
10,025
-717
| -7% | -$4.74K | ﹤0.01% | 980 |
|
|
2024
Q1 | $78.4K | Buy |
10,742
+617
| +6% | +$4.5K | ﹤0.01% | 927 |
|
|
2023
Q4 | $101K | Buy |
10,125
+2,900
| +40% | +$28.9K | 0.01% | 836 |
|
|
2023
Q3 | $57.7K | Buy |
7,225
+3,300
| +84% | +$26.4K | ﹤0.01% | 1042 |
|
|
2023
Q2 | $32.7K | Buy |
3,925
+1,275
| +48% | +$10.6K | ﹤0.01% | 1214 |
|
|
2023
Q1 | $16.1K | Hold |
2,650
| – | – | ﹤0.01% | 1408 |
|
|
2022
Q4 | $12.2K | Hold |
2,650
| – | – | ﹤0.01% | 1477 |
|
|
2022
Q3 | $12K | Sell |
2,650
-1,075
| -29% | -$4.87K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $20K | Buy |
3,725
+1,465
| +65% | +$7.87K | ﹤0.01% | 1686 |
|
|
2022
Q1 | $21K | Buy |
+2,260
| New | +$21K | ﹤0.01% | 1791 |
|
|
2021
Q2 | – | Sell |
-240
| Closed | -$4K | – | 3092 |
|
|
2021
Q1 | $4K | Hold |
240
| – | – | ﹤0.01% | 2745 |
|
|
2020
Q4 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 2560 |
|