Krilogy Financial’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 | $206K | Buy |
+11,297
| New | +$206K | 0.01% | 250 |
|
|
2022
Q4 | – | Sell |
-10,417
| Closed | -$51K | – | 398 |
|
|
2022
Q3 | $51K | Sell |
10,417
-982
| -9% | -$4.81K | 0.01% | 302 |
|
|
2022
Q2 | $60K | Sell |
11,399
-500
| -4% | -$2.63K | 0.01% | 306 |
|
|
2022
Q1 | $112K | Buy |
+11,899
| New | +$112K | 0.01% | 305 |
|