Kennedy Investment 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 | $1.06M | Sell |
58,300
-6,600
| -10% | -$120K | 0.45% | 54 |
|
|
2025
Q1 | $755K | Sell |
64,900
-5,300
| -8% | -$61.6K | 0.35% | 71 |
|
|
2024
Q4 | $1.08M | Sell |
70,200
-47,800
| -41% | -$736K | 0.49% | 54 |
|
|
2024
Q3 | $927K | Buy |
118,000
+1,900
| +2% | +$14.9K | 0.43% | 62 |
|
|
2024
Q2 | $767K | Buy |
116,100
+5,200
| +5% | +$34.4K | 0.39% | 63 |
|
|
2024
Q1 | $810K | Sell |
110,900
-500
| -0.4% | -$3.65K | 0.43% | 65 |
|
|
2023
Q4 | $1.11M | Buy |
111,400
+1,000
| +0.9% | +$9.95K | 0.62% | 43 |
|
|
2023
Q3 | $882K | Buy |
110,400
+20,000
| +22% | +$160K | 0.53% | 52 |
|
|
2023
Q2 | $754K | Hold |
90,400
| – | – | 0.44% | 62 |
|
|
2023
Q1 | $549K | Hold |
90,400
| – | – | 0.34% | 75 |
|
|
2022
Q4 | $417K | Buy |
+90,400
| New | +$417K | 0.27% | 84 |
|