Hartline Investment Corp’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 | $9.48M | Buy |
520,757
+507,864
| +3,939% | +$9.25M | 1.08% | 23 |
|
2025
Q1 | $150K | Buy |
12,893
+2,586
| +25% | +$30.1K | 0.02% | 99 |
|
2024
Q4 | $159K | Buy |
10,307
+200
| +2% | +$3.08K | 0.02% | 95 |
|
2024
Q3 | $79.4K | Sell |
10,107
-21,139
| -68% | -$166K | 0.01% | 97 |
|
2024
Q2 | $207K | Buy |
+31,246
| New | +$207K | 0.03% | 98 |
|
2024
Q1 | – | Sell |
-721,163
| Closed | -$7.18M | – | 445 |
|
2023
Q4 | $7.18M | Sell |
721,163
-144,593
| -17% | -$1.44M | 1.16% | 19 |
|
2023
Q3 | $6.92M | Buy |
865,756
+28,115
| +3% | +$225K | 1.24% | 20 |
|
2023
Q2 | $6.99M | Buy |
837,641
+410,522
| +96% | +$3.42M | 1.19% | 18 |
|
2023
Q1 | $2.59M | Buy |
427,119
+41,500
| +11% | +$252K | 0.52% | 35 |
|
2022
Q4 | $1.78M | Buy |
+385,619
| New | +$1.78M | 0.4% | 40 |
|
2022
Q2 | – | Sell |
-379,059
| Closed | -$7.27M | – | 122 |
|
2022
Q1 | $7.27M | Buy |
379,059
+140,420
| +59% | +$2.69M | 0.92% | 27 |
|
2021
Q4 | $3.77M | Sell |
238,639
-250,710
| -51% | -$3.96M | 0.52% | 34 |
|
2021
Q3 | $7.77M | Buy |
489,349
+110,290
| +29% | +$1.75M | 1.08% | 23 |
|
2021
Q2 | $7.27M | Buy |
379,059
+180,888
| +91% | +$3.47M | 0.92% | 27 |
|
2021
Q1 | $3.4M | Buy |
+198,171
| New | +$3.4M | 0.52% | 36 |
|