Investment Research & Advisory Group’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 | $7.94K | Hold |
436
| – | – | ﹤0.01% | 179 |
|
|
2025
Q1 | $5.07K | Buy |
436
+69
| +19% | +$803 | ﹤0.01% | 193 |
|
|
2024
Q4 | $5.65K | Buy |
367
+27
| +8% | +$416 | ﹤0.01% | 170 |
|
|
2024
Q3 | $2.67K | Hold |
340
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $2.25K | Hold |
340
| – | – | ﹤0.01% | 180 |
|
|
2024
Q1 | $2.48K | Sell |
340
-400
| -54% | -$2.92K | ﹤0.01% | 181 |
|
|
2023
Q4 | $7.36K | Buy |
740
+260
| +54% | +$2.59K | ﹤0.01% | 155 |
|
|
2023
Q3 | $3.84K | Hold |
480
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $4K | Buy |
480
+32
| +7% | +$267 | ﹤0.01% | 185 |
|
|
2023
Q1 | $2.72K | Hold |
448
| – | – | ﹤0.01% | 170 |
|
|
2022
Q4 | $2.07K | Buy |
+448
| New | +$2.07K | ﹤0.01% | 172 |
|