Lauer Wealth’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 | – | Sell |
-25,057
| Closed | -$333K | – | 59 |
|
|
2025
Q1 | $333K | Sell |
25,057
-26,100
| -51% | -$346K | 0.26% | 34 |
|
|
2024
Q4 | $710K | Sell |
51,157
-27,520
| -35% | -$382K | 0.47% | 21 |
|
|
2024
Q3 | $745K | Buy |
78,677
+7,874
| +11% | +$74.6K | 0.58% | 19 |
|
|
2024
Q2 | $416K | Buy |
70,803
+26,546
| +60% | +$156K | 0.33% | 23 |
|
|
2024
Q1 | $338K | Buy |
44,257
+12,700
| +40% | +$97K | 0.29% | 33 |
|
|
2023
Q4 | $250K | Buy |
31,557
+1,036
| +3% | +$8.21K | 0.23% | 41 |
|
|
2023
Q3 | $252K | Buy |
+30,521
| New | +$252K | 0.27% | 39 |
|
|
2023
Q2 | – | Sell |
-26,598
| Closed | -$83.3K | – | 47 |
|
|
2023
Q1 | $83.3K | Buy |
+26,598
| New | +$83.3K | 0.1% | 40 |
|