Kovack 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 | $1.57M | Buy |
86,121
+9,061
| +12% | +$165K | 0.15% | 126 |
|
|
2025
Q1 | $896K | Buy |
77,060
+11,423
| +17% | +$133K | 0.09% | 193 |
|
|
2024
Q4 | $1.01M | Sell |
65,637
-14,903
| -19% | -$230K | 0.1% | 168 |
|
|
2024
Q3 | $633K | Sell |
80,540
-54,479
| -40% | -$428K | 0.07% | 252 |
|
|
2024
Q2 | $892K | Buy |
135,019
+9,704
| +8% | +$64.1K | 0.1% | 182 |
|
|
2024
Q1 | $915K | Buy |
125,315
+7,502
| +6% | +$54.8K | 0.11% | 152 |
|
|
2023
Q4 | $1.17M | Buy |
117,813
+17,256
| +17% | +$172K | 0.14% | 150 |
|
|
2023
Q3 | $803K | Buy |
100,557
+3,430
| +4% | +$27.4K | 0.11% | 170 |
|
|
2023
Q2 | $810K | Buy |
97,127
+1,863
| +2% | +$15.5K | 0.1% | 189 |
|
|
2023
Q1 | $578K | Buy |
95,264
+11,383
| +14% | +$69.1K | 0.08% | 262 |
|
|
2022
Q4 | $387K | Buy |
83,881
+36,360
| +77% | +$168K | 0.06% | 337 |
|
|
2022
Q3 | $232K | Buy |
47,521
+25,246
| +113% | +$123K | 0.03% | 478 |
|
|
2022
Q2 | $117K | Sell |
22,275
-3,715
| -14% | -$19.5K | 0.02% | 579 |
|
|
2022
Q1 | $245K | Buy |
25,990
+5,199
| +25% | +$49K | 0.03% | 595 |
|
|
2021
Q4 | $329K | Buy |
20,791
+1,909
| +10% | +$30.2K | 0.03% | 496 |
|
|
2021
Q3 | $300K | Buy |
18,882
+2,951
| +19% | +$46.9K | 0.03% | 527 |
|
|
2021
Q2 | $305K | Buy |
+15,931
| New | +$305K | 0.03% | 512 |
|