Independent Advisor Alliance’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
28,981
+2,181
| +8% | +$39.7K | 0.02% | 573 |
|
|
2025
Q1 | $312K | Buy |
26,800
+9,614
| +56% | +$112K | 0.01% | 650 |
|
|
2024
Q4 | $265K | Sell |
17,186
-533
| -3% | -$8.21K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $139K | Buy |
17,719
+226
| +1% | +$1.78K | 0.01% | 676 |
|
|
2024
Q2 | $116K | Buy |
17,493
+3,883
| +29% | +$25.7K | ﹤0.01% | 678 |
|
|
2024
Q1 | $99.4K | Sell |
13,610
-7,932
| -37% | -$57.9K | ﹤0.01% | 678 |
|
|
2023
Q4 | $214K | Buy |
21,542
+3,963
| +23% | +$39.4K | 0.01% | 628 |
|
|
2023
Q3 | $140K | Buy |
17,579
+5,417
| +45% | +$43.3K | 0.01% | 624 |
|
|
2023
Q2 | $101K | Sell |
12,162
-6,138
| -34% | -$51.2K | ﹤0.01% | 642 |
|
|
2023
Q1 | $111K | Sell |
18,300
-631
| -3% | -$3.83K | 0.01% | 634 |
|
|
2022
Q4 | $87 | Buy |
+18,931
| New | +$87 | ﹤0.01% | 397 |
|
|
2022
Q2 | – | Sell |
-11,200
| Closed | -$106K | – | 687 |
|
|
2022
Q1 | $106K | Buy |
+11,200
| New | +$106K | 0.01% | 627 |
|