Independent Wealth Network’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 | $286K | Sell |
15,715
-401
| -2% | -$7.3K | 0.1% | 200 |
|
|
2025
Q1 | $187K | Sell |
16,116
-5,648
| -26% | -$65.7K | 0.07% | 234 |
|
|
2024
Q4 | $335K | Sell |
21,764
-572
| -3% | -$8.81K | 0.14% | 165 |
|
|
2024
Q3 | $176K | Buy |
22,336
+1,552
| +7% | +$12.2K | 0.08% | 216 |
|
|
2024
Q2 | $137K | Buy |
20,784
+358
| +2% | +$2.37K | 0.06% | 209 |
|
|
2024
Q1 | $149K | Buy |
20,426
+825
| +4% | +$6.02K | 0.07% | 214 |
|
|
2023
Q4 | $195K | Buy |
19,601
+6,949
| +55% | +$69.1K | 0.1% | 202 |
|
|
2023
Q3 | $101K | Sell |
12,652
-970
| -7% | -$7.75K | 0.06% | 195 |
|
|
2023
Q2 | $114K | Sell |
13,622
-4,575
| -25% | -$38.2K | 0.07% | 200 |
|
|
2023
Q1 | $110K | Sell |
18,197
-11,016
| -38% | -$66.9K | 0.07% | 191 |
|
|
2022
Q4 | $135K | Buy |
29,213
+5,910
| +25% | +$27.2K | 0.09% | 185 |
|
|
2022
Q3 | $114K | Buy |
23,303
+9,454
| +68% | +$46.3K | 0.09% | 166 |
|
|
2022
Q2 | $73K | Buy |
13,849
+2,569
| +23% | +$13.5K | 0.05% | 183 |
|
|
2022
Q1 | $107K | Buy |
+11,280
| New | +$107K | 0.07% | 195 |
|