Integrated Advisors 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 | – | Sell |
-50,524
| Closed | -$588K | – | 786 |
|
|
2025
Q1 | $588K | Buy |
50,524
+750
| +2% | +$8.72K | 0.03% | 428 |
|
|
2024
Q4 | $767K | Sell |
49,774
-2,599
| -5% | -$40K | 0.04% | 350 |
|
|
2024
Q3 | $412K | Buy |
52,373
+63
| +0.1% | +$495 | 0.02% | 519 |
|
|
2024
Q2 | $346K | Sell |
52,310
-250
| -0.5% | -$1.65K | 0.02% | 536 |
|
|
2024
Q1 | $384K | Buy |
52,560
+1,798
| +4% | +$13.1K | 0.02% | 526 |
|
|
2023
Q4 | $505K | Buy |
50,762
+200
| +0.4% | +$1.99K | 0.03% | 427 |
|
|
2023
Q3 | $404K | Sell |
50,562
-200
| -0.4% | -$1.6K | 0.02% | 472 |
|
|
2023
Q2 | $423K | Sell |
50,762
-27
| -0.1% | -$225 | 0.02% | 475 |
|
|
2023
Q1 | $308K | Sell |
50,789
-1,343
| -3% | -$8.15K | 0.02% | 537 |
|
|
2022
Q4 | $240K | Buy |
52,132
+24,597
| +89% | +$113K | 0.02% | 550 |
|
|
2022
Q3 | $134K | Buy |
27,535
+77
| +0.3% | +$375 | 0.01% | 609 |
|
|
2022
Q2 | $145K | Buy |
+27,458
| New | +$145K | 0.01% | 631 |
|