Larson Financial Group’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 | $36.8K | Sell |
2,022
-692
| -25% | -$12.6K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $31.6K | Buy |
2,714
+1,519
| +127% | +$17.7K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $18.4K | Sell |
1,195
-3
| -0.3% | -$46 | ﹤0.01% | 1246 |
|
|
2024
Q3 | $9.42K | Buy |
1,198
+29
| +2% | +$228 | ﹤0.01% | 1493 |
|
|
2024
Q2 | $7.73K | Buy |
1,169
+100
| +9% | +$661 | ﹤0.01% | 1334 |
|
|
2024
Q1 | $7.8K | Hold |
1,069
| – | – | ﹤0.01% | 1103 |
|
|
2023
Q4 | $10.6K | Buy |
1,069
+11
| +1% | +$109 | ﹤0.01% | 998 |
|
|
2023
Q3 | $8.45K | Hold |
1,058
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q2 | $8.82K | Hold |
1,058
| – | – | ﹤0.01% | 973 |
|
|
2023
Q1 | $6.42K | Buy |
1,058
+333
| +46% | +$2.02K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $3.34K | Hold |
725
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q3 | $4K | Hold |
725
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q2 | $4K | Hold |
725
| – | – | ﹤0.01% | 918 |
|
|
2022
Q1 | $7K | Sell |
725
-35
| -5% | -$338 | ﹤0.01% | 745 |
|
|
2021
Q4 | $12K | Buy |
760
+295
| +63% | +$4.66K | ﹤0.01% | 648 |
|
|
2021
Q3 | $7K | Hold |
465
| – | – | ﹤0.01% | 652 |
|
|
2021
Q2 | $9K | Buy |
+465
| New | +$9K | ﹤0.01% | 584 |
|