Glass Jacobson Investment 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 | – | Sell |
-1,300
| Closed | -$20K | – | 806 |
|
|
2025
Q1 | $20K | Hold |
1,300
| – | – | 0.01% | 507 |
|
|
2024
Q4 | $20K | Sell |
1,300
-200
| -13% | -$3.08K | 0.01% | 507 |
|
|
2024
Q3 | $11.8K | Hold |
1,500
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $9.92K | Hold |
1,500
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $14.9K | Hold |
1,500
| – | – | 0.01% | 484 |
|
|
2023
Q3 | $12K | Hold |
1,500
| – | – | 0.01% | 484 |
|
|
2023
Q2 | $12.5K | Buy |
+1,500
| New | +$12.5K | 0.01% | 481 |
|
|
2022
Q4 | $5.07K | Buy |
+1,100
| New | +$5.07K | ﹤0.01% | 589 |
|