Kestra Advisory Services’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 | $3.04M | Buy |
166,962
+16,419
| +11% | +$299K | 0.01% | 860 |
|
|
2025
Q1 | $1.75M | Sell |
150,543
-5,985
| -4% | -$69.6K | 0.01% | 1048 |
|
|
2024
Q4 | $2.41M | Buy |
156,528
+41,266
| +36% | +$635K | 0.01% | 906 |
|
|
2024
Q3 | $906K | Buy |
115,262
+13,361
| +13% | +$105K | 0.01% | 1380 |
|
|
2024
Q2 | $674K | Buy |
101,901
+12,328
| +14% | +$81.5K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $654K | Buy |
89,573
+18,647
| +26% | +$136K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $706K | Buy |
70,926
+12,676
| +22% | +$126K | 0.01% | 1317 |
|
|
2023
Q3 | $465K | Sell |
58,250
-4,778
| -8% | -$38.2K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $526K | Buy |
63,028
+9,445
| +18% | +$78.8K | 0.01% | 1296 |
|
|
2023
Q1 | $325K | Sell |
53,583
-8,225
| -13% | -$49.9K | ﹤0.01% | 1515 |
|
|
2022
Q4 | $285K | Sell |
61,808
-10,067
| -14% | -$46.4K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $351K | Buy |
71,875
+3,393
| +5% | +$16.6K | ﹤0.01% | 1519 |
|
|
2022
Q2 | $361K | Sell |
68,482
-8,425
| -11% | -$44.4K | ﹤0.01% | 1510 |
|
|
2022
Q1 | $727K | Buy |
76,907
+21,327
| +38% | +$202K | 0.01% | 1093 |
|
|
2021
Q4 | $879K | Buy |
55,580
+42,075
| +312% | +$665K | 0.01% | 1040 |
|
|
2021
Q3 | $214K | Buy |
13,505
+1,990
| +17% | +$31.5K | ﹤0.01% | 1938 |
|
|
2021
Q2 | $221K | Buy |
+11,515
| New | +$221K | ﹤0.01% | 1799 |
|