IFP Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Buy |
98,813
+2,932
| +3% | +$61.8K | 0.03% | 534 |
|
|
2025
Q4 | $2.51M | Sell |
95,881
-824
| -0.9% | -$23K | 0.06% | 358 |
|
|
2025
Q3 | $2.55M | Buy |
96,705
+682
| +0.7% | +$16.2K | 0.07% | 321 |
|
|
2025
Q2 | $1.77M | Buy |
96,023
+4,381
| +5% | +$57.8K | 0.05% | 385 |
|
|
2025
Q1 | $1.07M | Sell |
91,642
-11,919
| -12% | -$172K | 0.03% | 538 |
|
|
2024
Q4 | $1.59M | Sell |
103,561
-7,386
| -7% | -$95.9K | 0.05% | 393 |
|
|
2024
Q3 | $872K | Buy |
110,947
+20,079
| +22% | +$146K | 0.03% | 511 |
|
|
2024
Q2 | $601K | Buy |
90,868
+898
| +1% | +$6.33K | 0.02% | 599 |
|
|
2024
Q1 | $657K | Buy |
89,970
+37,302
| +71% | +$296K | 0.03% | 532 |
|
|
2023
Q4 | $524K | Buy |
52,668
+24,012
| +84% | +$191K | 0.02% | 571 |
|
|
2023
Q3 | $229K | Sell |
28,656
-276,776
| -91% | -$2.43M | 0.01% | 902 |
|
|
2023
Q2 | $2.55M | Buy |
305,432
+293,070
| +2,371% | +$1.91M | 0.11% | 200 |
|
|
2023
Q1 | $280K | Sell |
12,362
-74,978
| -86% | -$455K | 0.01% | 805 |
|
|
2022
Q4 | $1.98M | Sell |
87,340
-2,059
| -2% | -$10.2K | 0.05% | 370 |
|
|
2022
Q3 | $2.02M | Buy |
89,399
+21,624
| +32% | +$137K | 0.05% | 392 |
|
|
2022
Q2 | $1.53M | Hold |
67,775
| – | – | 0.05% | 439 |
|
|
2022
Q1 | $1.53M | Buy |
67,775
+64,793
| +2,173% | +$744K | 0.05% | 439 |
|
|
2021
Q4 | $53K | Buy |
2,982
+1,968
| +194% | +$36.1K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $18K | Buy |
1,014
+14
| +1% | +$219 | ﹤0.01% | 2034 |
|
|
2021
Q2 | $20K | Buy |
1,000
+300
| +43% | +$5.56K | ﹤0.01% | 1939 |
|
|
2021
Q1 | $13K | Buy |
+700
| New | +$13.8K | ﹤0.01% | 2038 |
|
Other funds holding SOFI
VCM
VPM
