Harbour Investments’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 | $1.25M | Sell |
68,896
-1,684
| -2% | -$30.7K | 0.03% | 457 |
|
|
2025
Q1 | $821K | Buy |
70,580
+2,463
| +4% | +$28.6K | 0.02% | 544 |
|
|
2024
Q4 | $1.05M | Buy |
68,117
+6,018
| +10% | +$92.7K | 0.03% | 458 |
|
|
2024
Q3 | $488K | Buy |
62,099
+2,985
| +5% | +$23.5K | 0.01% | 663 |
|
|
2024
Q2 | $391K | Sell |
59,114
-7,467
| -11% | -$49.4K | 0.01% | 696 |
|
|
2024
Q1 | $486K | Buy |
66,581
+5,916
| +10% | +$43.2K | 0.02% | 599 |
|
|
2023
Q4 | $604K | Buy |
60,665
+3,025
| +5% | +$30.1K | 0.03% | 482 |
|
|
2023
Q3 | $461K | Buy |
57,640
+3,727
| +7% | +$29.8K | 0.02% | 511 |
|
|
2023
Q2 | $450K | Buy |
53,913
+4,975
| +10% | +$41.5K | 0.02% | 526 |
|
|
2023
Q1 | $297K | Buy |
48,938
+3,460
| +8% | +$21K | 0.02% | 627 |
|
|
2022
Q4 | $210K | Buy |
45,478
+8,253
| +22% | +$38K | 0.01% | 731 |
|
|
2022
Q3 | $196K | Hold |
37,225
| – | – | 0.01% | 700 |
|
|
2022
Q2 | $196K | Buy |
+37,225
| New | +$196K | 0.01% | 700 |
|
|
2021
Q2 | – | Sell |
-1,591
| Closed | -$27K | – | 3954 |
|
|
2021
Q1 | $27K | Buy |
+1,591
| New | +$27K | ﹤0.01% | 2044 |
|