KMG Fiduciary Partners’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 | $202K | Buy |
+11,094
| New | +$202K | 0.02% | 288 |
|
|
2025
Q1 | – | Sell |
-11,094
| Closed | -$171K | – | 291 |
|
|
2024
Q4 | $171K | Buy |
+11,094
| New | +$171K | 0.01% | 270 |
|
|
2024
Q1 | – | Sell |
-11,094
| Closed | -$110K | – | 242 |
|
|
2023
Q4 | $110K | Buy |
+11,094
| New | +$110K | 0.01% | 234 |
|
|
2023
Q1 | – | Sell |
-11,571
| Closed | -$53.3K | – | 245 |
|
|
2022
Q4 | $53.3K | Buy |
+11,571
| New | +$53.3K | 0.01% | 226 |
|
|
2022
Q3 | – | Sell |
-11,094
| Closed | -$58K | – | 204 |
|
|
2022
Q2 | $58K | Buy |
+11,094
| New | +$58K | 0.01% | 202 |
|
|
2022
Q1 | – | Sell |
-11,094
| Closed | -$175K | – | 208 |
|
|
2021
Q4 | $175K | Sell |
11,094
-1,290
| -10% | -$20.3K | 0.03% | 198 |
|
|
2021
Q3 | $197K | Buy |
+12,384
| New | +$197K | 0.03% | 198 |
|