HM Payson & Co’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 | $1.16K | Hold |
100
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $1.54K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
|
2024
Q3 | $786 | Hold |
100
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q2 | $661 | Hold |
100
| – | – | ﹤0.01% | 963 |
|
|
2024
Q1 | $730 | Hold |
100
| – | – | ﹤0.01% | 932 |
|
|
2023
Q4 | $995 | Hold |
100
| – | – | ﹤0.01% | 928 |
|
|
2023
Q3 | $799 | Hold |
100
| – | – | ﹤0.01% | 969 |
|
|
2023
Q2 | $834 | Hold |
100
| – | – | ﹤0.01% | 950 |
|
|
2023
Q1 | $607 | Hold |
100
| – | – | ﹤0.01% | 972 |
|
|
2022
Q4 | $461 | Hold |
100
| – | – | ﹤0.01% | 903 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1062 |
|