Level Four Advisory Services’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 | $602K | Sell |
33,050
-805
| -2% | -$14.7K | 0.02% | 480 |
|
|
2025
Q1 | $394K | Sell |
33,855
-5,375
| -14% | -$62.5K | 0.02% | 554 |
|
|
2024
Q4 | $604K | Buy |
39,230
+8,630
| +28% | +$133K | 0.02% | 453 |
|
|
2024
Q3 | $342K | Sell |
30,600
-862
| -3% | -$9.63K | 0.01% | 603 |
|
|
2024
Q2 | $208K | Buy |
31,462
+3,398
| +12% | +$22.5K | 0.01% | 696 |
|
|
2024
Q1 | $279K | Hold |
28,064
| – | – | 0.02% | 629 |
|
|
2023
Q4 | $279K | Buy |
28,064
+8,039
| +40% | +$80K | 0.02% | 628 |
|
|
2023
Q3 | $160K | Buy |
20,025
+9,062
| +83% | +$72.4K | 0.01% | 700 |
|
|
2023
Q2 | $91.4K | Buy |
+10,963
| New | +$91.4K | 0.01% | 778 |
|