Hantz Financial Services’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 | $1K | Buy |
67
+47
| +235% | +$701 | ﹤0.01% | 2130 |
|
2025
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1956 |
|
2024
Q1 | – | Sell |
-2,595
| Closed | -$26K | – | 1290 |
|
2023
Q4 | $26K | Hold |
2,595
| – | – | ﹤0.01% | 706 |
|
2023
Q3 | $21K | Hold |
2,595
| – | – | ﹤0.01% | 722 |
|
2023
Q2 | $22K | Hold |
2,595
| – | – | ﹤0.01% | 695 |
|
2023
Q1 | $16K | Sell |
2,595
-1,020
| -28% | -$6.29K | ﹤0.01% | 727 |
|
2022
Q4 | $17K | Sell |
3,615
-955
| -21% | -$4.49K | ﹤0.01% | 691 |
|
2022
Q3 | $22K | Buy |
4,570
+1,792
| +65% | +$8.63K | ﹤0.01% | 653 |
|
2022
Q2 | $15K | Sell |
2,778
-496
| -15% | -$2.68K | ﹤0.01% | 697 |
|
2022
Q1 | $31K | Buy |
3,274
+774
| +31% | +$7.33K | ﹤0.01% | 653 |
|
2021
Q4 | $40K | Buy |
2,500
+1,500
| +150% | +$24K | ﹤0.01% | 575 |
|
2021
Q3 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 641 |
|