Good Life 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 | $235K | Sell |
12,906
-1,605
| -11% | -$29.2K | 0.01% | 452 |
|
|
2025
Q1 | $169K | Sell |
14,511
-9,402
| -39% | -$109K | 0.01% | 476 |
|
|
2024
Q4 | $368K | Sell |
23,913
-2,878
| -11% | -$44.3K | 0.03% | 348 |
|
|
2024
Q3 | $211K | Sell |
26,791
-2,192
| -8% | -$17.2K | 0.01% | 537 |
|
|
2024
Q2 | $192K | Buy |
28,983
+5
| +0% | +$33 | 0.02% | 438 |
|
|
2024
Q1 | $212K | Buy |
28,978
+12,480
| +76% | +$91.1K | 0.02% | 419 |
|
|
2023
Q4 | $164K | Sell |
16,498
-24,813
| -60% | -$247K | 0.02% | 419 |
|
|
2023
Q3 | $330K | Sell |
41,311
-10,655
| -21% | -$85.1K | 0.04% | 291 |
|
|
2023
Q2 | $433K | Buy |
51,966
+34,903
| +205% | +$291K | 0.05% | 241 |
|
|
2023
Q1 | $104K | Sell |
17,063
-20,444
| -55% | -$124K | 0.01% | 385 |
|
|
2022
Q4 | $173K | Buy |
37,507
+2,106
| +6% | +$9.71K | 0.02% | 337 |
|
|
2022
Q3 | $173K | Buy |
35,401
+22,521
| +175% | +$110K | 0.03% | 320 |
|
|
2022
Q2 | $68K | Buy |
+12,880
| New | +$68K | 0.01% | 351 |
|