Global Wealth Management Investment Advisory’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 |
-10,612
| Closed | -$123K | – | 149 |
|
|
2025
Q1 | $123K | Buy |
+10,612
| New | +$123K | 0.02% | 136 |
|
|
2024
Q4 | – | Sell |
-11,870
| Closed | -$93.3K | – | 151 |
|
|
2024
Q3 | $93.3K | Buy |
+11,870
| New | +$93.3K | 0.02% | 134 |
|
|
2024
Q2 | – | Sell |
-15,028
| Closed | -$110K | – | 136 |
|
|
2024
Q1 | $110K | Buy |
15,028
+5,116
| +52% | +$37.3K | 0.03% | 131 |
|
|
2023
Q4 | $98.6K | Sell |
9,912
-568
| -5% | -$5.65K | 0.03% | 153 |
|
|
2023
Q3 | $83.7K | Buy |
10,480
+736
| +8% | +$5.88K | 0.02% | 165 |
|
|
2023
Q2 | $81.3K | Sell |
9,744
-649
| -6% | -$5.41K | 0.02% | 170 |
|
|
2023
Q1 | $63.1K | Sell |
10,393
-596
| -5% | -$3.62K | 0.02% | 134 |
|
|
2022
Q4 | $50.7K | Sell |
10,989
-5,385
| -33% | -$24.8K | 0.02% | 132 |
|
|
2022
Q3 | $80K | Buy |
16,374
+4,815
| +42% | +$23.5K | 0.03% | 134 |
|
|
2022
Q2 | $61K | Buy |
11,559
+126
| +1% | +$665 | 0.02% | 166 |
|
|
2022
Q1 | $108K | Buy |
11,433
+110
| +1% | +$1.04K | 0.03% | 158 |
|
|
2021
Q4 | $179K | Buy |
11,323
+3,697
| +48% | +$58.4K | 0.05% | 143 |
|
|
2021
Q3 | $121K | Buy |
+7,626
| New | +$121K | 0.04% | 161 |
|