Great Valley Advisor Group’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 | $188K | Sell |
10,341
-5,013
| -33% | -$91.3K | ﹤0.01% | 866 |
|
|
2025
Q1 | $179K | Sell |
15,354
-8,026
| -34% | -$93.3K | ﹤0.01% | 845 |
|
|
2024
Q4 | $360K | Sell |
23,380
-51,892
| -69% | -$800K | 0.01% | 654 |
|
|
2024
Q3 | $592K | Buy |
75,272
+14,637
| +24% | +$115K | 0.01% | 523 |
|
|
2024
Q2 | $401K | Buy |
60,635
+827
| +1% | +$5.47K | 0.01% | 584 |
|
|
2024
Q1 | $437K | Buy |
59,808
+1,532
| +3% | +$11.2K | 0.01% | 524 |
|
|
2023
Q4 | $580K | Buy |
+58,276
| New | +$580K | 0.02% | 428 |
|
|
2022
Q1 | – | Sell |
-19,684
| Closed | -$311K | – | 624 |
|
|
2021
Q4 | $311K | Buy |
19,684
+1,252
| +7% | +$19.8K | 0.02% | 484 |
|
|
2021
Q3 | $292K | Buy |
+18,432
| New | +$292K | 0.02% | 473 |
|