Hel Ved Capital 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
-217,400
Closed -$3.35M 94
2024
Q4
$3.35M Buy
+217,400
New +$3.35M 0.98% 34
2024
Q1
Sell
-62,500
Closed -$622K 72
2023
Q4
$622K Buy
+62,500
New +$622K 0.18% 50