Global Retirement Partners’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 | $1.89M | Buy |
+103,797
| New | +$1.89M | 0.05% | 355 |
|
|
2024
Q4 | $764K | Buy |
49,586
+2,984
| +6% | +$46K | 0.02% | 511 |
|
|
2024
Q3 | $366K | Buy |
46,602
+8,323
| +22% | +$65.4K | 0.01% | 726 |
|
|
2024
Q2 | $253K | Buy |
38,279
+1,450
| +4% | +$9.58K | 0.01% | 811 |
|
|
2024
Q1 | $269K | Buy |
36,829
+29,950
| +435% | +$219K | 0.01% | 694 |
|
|
2023
Q4 | $53.1K | Buy |
6,879
+24
| +0.4% | +$185 | ﹤0.01% | 1333 |
|
|
2023
Q3 | $51.2K | Buy |
6,855
+13
| +0.2% | +$97 | ﹤0.01% | 1261 |
|
|
2023
Q2 | $57.1K | Buy |
6,842
+1,407
| +26% | +$11.7K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $26.4K | Buy |
5,435
+4,172
| +330% | +$20.2K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $5.82K | Sell |
1,263
-150
| -11% | -$691 | ﹤0.01% | 1977 |
|
|
2022
Q3 | $8K | Buy |
1,413
+1,000
| +242% | +$5.66K | ﹤0.01% | 1777 |
|
|
2022
Q2 | $2K | Hold |
413
| – | – | ﹤0.01% | 2270 |
|
|
2022
Q1 | $3K | Buy |
+413
| New | +$3K | ﹤0.01% | 2100 |
|
|
2021
Q3 | – | Sell |
-225
| Closed | -$4K | – | 2051 |
|
|
2021
Q2 | $4K | Sell |
225
-75
| -25% | -$1.33K | ﹤0.01% | 1637 |
|
|
2021
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1484 |
|