KLCM Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2025
Q1
$128K Hold
2024
Q4
$169K Hold
2024
Q3
$86.5K Hold
2024
Q2
$72.7K Hold
2024
Q1
$80.3K Sell
2023
Q4
$244K Buy