KLCM 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 | $222K | Buy |
12,200
+1,200
| +11% | +$21.9K | 0.02% | 152 |
|
|
2025
Q1 | $128K | Hold |
11,000
| – | – | 0.02% | 166 |
|
|
2024
Q4 | $169K | Hold |
11,000
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $86.5K | Hold |
11,000
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $72.7K | Hold |
11,000
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $80.3K | Sell |
11,000
-13,500
| -55% | -$98.6K | 0.01% | 150 |
|
|
2023
Q4 | $244K | Buy |
+24,500
| New | +$244K | 0.04% | 129 |
|