Guggenheim Capital’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 | $207K | Sell |
11,350
-1,009
| -8% | -$18.4K | ﹤0.01% | 1505 |
|
|
2025
Q1 | $144K | Buy |
+12,359
| New | +$144K | ﹤0.01% | 1574 |
|
|
2024
Q4 | – | Sell |
-10,843
| Closed | -$85.2K | – | 1893 |
|
|
2024
Q3 | $85.2K | Buy |
+10,843
| New | +$85.2K | ﹤0.01% | 1835 |
|
|
2024
Q2 | – | Sell |
-18,411
| Closed | -$134K | – | 1933 |
|
|
2024
Q1 | $134K | Buy |
+18,411
| New | +$134K | ﹤0.01% | 1829 |
|
|
2022
Q3 | – | Sell |
-12,857
| Closed | -$68K | – | 2030 |
|
|
2022
Q2 | $68K | Sell |
12,857
-12,170
| -49% | -$64.4K | ﹤0.01% | 2024 |
|
|
2022
Q1 | $237K | Buy |
25,027
+6,858
| +38% | +$64.9K | ﹤0.01% | 1977 |
|
|
2021
Q4 | $287K | Buy |
+18,169
| New | +$287K | ﹤0.01% | 1889 |
|