IEQ Capital’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 |
-27,289
| Closed | -$420K | – | 1726 |
|
|
2024
Q4 | $420K | Sell |
27,289
-5,303
| -16% | -$81.7K | ﹤0.01% | 906 |
|
|
2024
Q3 | $256K | Buy |
32,592
+13,504
| +71% | +$106K | ﹤0.01% | 979 |
|
|
2024
Q2 | $126K | Sell |
19,088
-86
| -0.4% | -$568 | ﹤0.01% | 942 |
|
|
2024
Q1 | $140K | Hold |
19,174
| – | – | ﹤0.01% | 910 |
|
|
2023
Q4 | $191K | Sell |
19,174
-63
| -0.3% | -$627 | ﹤0.01% | 845 |
|
|
2023
Q3 | $154K | Buy |
19,237
+3,929
| +26% | +$31.4K | ﹤0.01% | 857 |
|
|
2023
Q2 | $128K | Sell |
15,308
-4,988
| -25% | -$41.6K | ﹤0.01% | 839 |
|
|
2023
Q1 | $123K | Buy |
20,296
+3,784
| +23% | +$23K | ﹤0.01% | 842 |
|
|
2022
Q4 | $76.1K | Sell |
16,512
-25
| -0.2% | -$115 | ﹤0.01% | 783 |
|
|
2022
Q3 | $81K | Buy |
+16,537
| New | +$81K | ﹤0.01% | 808 |
|