Jones Financial Companies’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 | $6.84M | Buy |
398,027
+93,890
| +31% | +$1.61M | 0.01% | 428 |
|
|
2025
Q1 | $3.6M | Buy |
304,137
+87,076
| +40% | +$1.03M | ﹤0.01% | 505 |
|
|
2024
Q4 | $3.34M | Buy |
217,061
+36,842
| +20% | +$567K | ﹤0.01% | 443 |
|
|
2024
Q3 | $1.43M | Buy |
180,219
+91,185
| +102% | +$725K | ﹤0.01% | 515 |
|
|
2024
Q2 | $589K | Buy |
89,034
+68,356
| +331% | +$452K | ﹤0.01% | 521 |
|
|
2024
Q1 | $151K | Buy |
20,678
+16,295
| +372% | +$119K | ﹤0.01% | 507 |
|
|
2023
Q4 | $43.6K | Buy |
+4,383
| New | +$43.6K | ﹤0.01% | 493 |
|