Harbor 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
Q1 | – | Sell |
-22,300
| Closed | -$343K | – | 1195 |
|
|
2024
Q4 | $343K | Hold |
22,300
| – | – | 0.03% | 283 |
|
|
2024
Q3 | $175K | Hold |
22,300
| – | – | 0.02% | 363 |
|
|
2024
Q2 | $147K | Hold |
22,300
| – | – | 0.02% | 376 |
|
|
2024
Q1 | $163K | Hold |
22,300
| – | – | 0.02% | 372 |
|
|
2023
Q4 | $222K | Hold |
22,300
| – | – | 0.03% | 310 |
|
|
2023
Q3 | $178K | Sell |
22,300
-1,312
| -6% | -$10.5K | 0.02% | 324 |
|
|
2023
Q2 | $197K | Hold |
23,612
| – | – | 0.03% | 352 |
|
|
2023
Q1 | $143K | Hold |
23,612
| – | – | 0.02% | 415 |
|
|
2022
Q4 | $109K | Hold |
23,612
| – | – | 0.02% | 474 |
|
|
2022
Q3 | $115K | Hold |
23,612
| – | – | 0.02% | 434 |
|
|
2022
Q2 | $124K | Buy |
+23,612
| New | +$124K | 0.02% | 445 |
|