Jaffetilchin Investment Partners’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 | $1.26M | Sell |
68,939
-9,788
| -12% | -$178K | 0.08% | 155 |
|
2025
Q1 | $916K | Buy |
78,727
+407
| +0.5% | +$4.73K | 0.07% | 179 |
|
2024
Q4 | $1.21M | Buy |
78,320
+21,297
| +37% | +$328K | 0.09% | 147 |
|
2024
Q3 | $448K | Buy |
57,023
+20,765
| +57% | +$163K | 0.03% | 244 |
|
2024
Q2 | $240K | Sell |
36,258
-4,468
| -11% | -$29.5K | 0.02% | 307 |
|
2024
Q1 | $297K | Sell |
40,726
-31,234
| -43% | -$228K | 0.03% | 291 |
|
2023
Q4 | $716K | Buy |
71,960
+21,706
| +43% | +$216K | 0.07% | 175 |
|
2023
Q3 | $402K | Sell |
50,254
-9,823
| -16% | -$78.5K | 0.04% | 231 |
|
2023
Q2 | $501K | Sell |
60,077
-8,001
| -12% | -$66.7K | 0.05% | 201 |
|
2023
Q1 | $413K | Buy |
+68,078
| New | +$413K | 0.05% | 234 |
|