Glen Eagle 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 | $35.3K | Buy |
1,938
+493
| +34% | +$8.98K | 0.01% | 474 |
|
|
2025
Q1 | $16.8K | Hold |
1,445
| – | – | ﹤0.01% | 567 |
|
|
2024
Q4 | $22.3K | Hold |
1,445
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $11.4K | Hold |
1,445
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $9.55K | Buy |
+1,445
| New | +$9.55K | ﹤0.01% | 658 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$103 | – | 1119 |
|
|
2023
Q1 | $103 | Buy |
+17
| New | +$103 | ﹤0.01% | 1048 |
|