Integrated Wealth Concepts’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 | $1.13M | Sell |
61,932
-36,245
| -37% | -$660K | 0.01% | 860 |
|
|
2025
Q1 | $1.14M | Buy |
98,177
+11,689
| +14% | +$136K | 0.01% | 776 |
|
|
2024
Q4 | $1.33M | Buy |
86,488
+52,021
| +151% | +$801K | 0.02% | 703 |
|
|
2024
Q3 | $271K | Buy |
34,467
+15,301
| +80% | +$120K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $127K | Sell |
19,166
-10,834
| -36% | -$71.6K | ﹤0.01% | 1562 |
|
|
2024
Q1 | $219K | Buy |
30,000
+19,395
| +183% | +$142K | ﹤0.01% | 1483 |
|
|
2023
Q4 | $106K | Sell |
10,605
-310
| -3% | -$3.09K | ﹤0.01% | 1518 |
|
|
2023
Q3 | $87.2K | Sell |
10,915
-10,750
| -50% | -$85.9K | ﹤0.01% | 1492 |
|
|
2023
Q2 | $181K | Buy |
21,665
+6,780
| +46% | +$56.5K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $90K | Buy |
14,885
+2,027
| +16% | +$12.3K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $59K | Sell |
12,858
-71
| -0.5% | -$326 | ﹤0.01% | 1010 |
|
|
2022
Q3 | $63K | Sell |
12,929
-519
| -4% | -$2.53K | ﹤0.01% | 930 |
|
|
2022
Q2 | $71K | Buy |
+13,448
| New | +$71K | ﹤0.01% | 949 |
|