Lakeshore Financial Planning’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 | $665K | Sell |
36,515
-17,200
| -32% | -$313K | 0.27% | 30 |
|
|
2025
Q1 | $625K | Sell |
53,715
-16,000
| -23% | -$186K | 0.26% | 28 |
|
|
2024
Q4 | $1.07M | Sell |
69,715
-23,098
| -25% | -$356K | 0.46% | 21 |
|
|
2024
Q3 | $730K | Buy |
92,813
+5,000
| +6% | +$39.3K | 0.32% | 23 |
|
|
2024
Q2 | $580K | Buy |
87,813
+4,507
| +5% | +$29.8K | 0.28% | 24 |
|
|
2024
Q1 | $608K | Buy |
+83,306
| New | +$608K | 0.31% | 23 |
|