J.W. Cole Advisors’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 | $424K | Sell |
23,286
-210
| -0.9% | -$3.82K | 0.01% | 978 |
|
|
2025
Q1 | $273K | Buy |
23,496
+11,454
| +95% | +$133K | 0.01% | 1016 |
|
|
2024
Q4 | $185K | Buy |
12,042
+378
| +3% | +$5.82K | 0.01% | 915 |
|
|
2024
Q3 | $91.7K | Sell |
11,664
-2,279
| -16% | -$17.9K | ﹤0.01% | 922 |
|
|
2024
Q2 | $92.2K | Buy |
13,943
+118
| +0.9% | +$780 | ﹤0.01% | 874 |
|
|
2024
Q1 | $101K | Buy |
13,825
+700
| +5% | +$5.1K | 0.01% | 858 |
|
|
2023
Q4 | $131K | Sell |
13,125
-2,775
| -17% | -$27.6K | 0.01% | 784 |
|
|
2023
Q3 | $127K | Hold |
15,900
| – | – | 0.01% | 705 |
|
|
2023
Q2 | $133K | Buy |
15,900
+750
| +5% | +$6.26K | 0.01% | 722 |
|
|
2023
Q1 | $92K | Buy |
15,150
+873
| +6% | +$5.3K | 0.01% | 756 |
|
|
2022
Q4 | $65.8K | Sell |
14,277
-223
| -2% | -$1.03K | 0.01% | 726 |
|
|
2022
Q3 | $71K | Sell |
14,500
-9,900
| -41% | -$48.5K | 0.01% | 702 |
|
|
2022
Q2 | $129K | Buy |
24,400
+1,900
| +8% | +$10K | 0.01% | 698 |
|
|
2022
Q1 | $213K | Buy |
22,500
+11,600
| +106% | +$110K | 0.01% | 728 |
|
|
2021
Q4 | $172K | Buy |
+10,900
| New | +$172K | 0.01% | 790 |
|