HB Wealth Management’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 |
-14,325
| Closed | -$221K | – | 1236 |
|
|
2024
Q4 | $221K | Sell |
14,325
-11,102
| -44% | -$171K | ﹤0.01% | 926 |
|
|
2024
Q3 | $200K | Buy |
25,427
+23,235
| +1,060% | +$183K | ﹤0.01% | 890 |
|
|
2024
Q2 | $14.5K | Sell |
2,192
-21,894
| -91% | -$145K | ﹤0.01% | 904 |
|
|
2024
Q1 | $176K | Buy |
+24,086
| New | +$176K | ﹤0.01% | 801 |
|