GFPC
Global Financial Private Client’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
17,313
+3,507
| +25% | +$63.9K | 0.12% | 177 |
|
|
2025
Q1 | $161K | Sell |
13,806
-90
| -0.6% | -$1.05K | 0.06% | 219 |
|
|
2024
Q4 | $214K | Sell |
13,896
-35
| -0.3% | -$539 | 0.08% | 193 |
|
|
2024
Q3 | $109K | Hold |
13,931
| – | – | 0.04% | 251 |
|
|
2024
Q2 | $92.1K | Buy |
13,931
+1,004
| +8% | +$6.64K | 0.04% | 245 |
|
|
2024
Q1 | $93.3K | Buy |
12,927
+1,008
| +8% | +$7.28K | 0.04% | 243 |
|
|
2023
Q4 | $119K | Buy |
11,919
+4,330
| +57% | +$43.1K | 0.06% | 211 |
|
|
2023
Q3 | $59.5K | Buy |
7,589
+3,113
| +70% | +$24.4K | 0.03% | 267 |
|
|
2023
Q2 | $38.1K | Buy |
+4,476
| New | +$38.1K | 0.02% | 316 |
|