Kercheville 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 | $2.96M | Buy |
+162,400
| New | +$2.96M | 1.02% | 25 |
|
|
2025
Q1 | – | Sell |
-103,500
| Closed | -$1.59M | – | 99 |
|
|
2024
Q4 | $1.59M | Buy |
+103,500
| New | +$1.59M | 0.62% | 34 |
|
|
2024
Q1 | – | Sell |
-18,600
| Closed | -$185K | – | 93 |
|
|
2023
Q4 | $185K | Sell |
18,600
-3,350
| -15% | -$33.3K | 0.1% | 69 |
|
|
2023
Q3 | $175K | Buy |
+21,950
| New | +$175K | 0.11% | 65 |
|