Lindbrook Capital’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $68K | Buy |
5,851
+105
| +2% | +$1.22K | 0.01% | 849 |
|
|
2024
Q4 | $88.5K | Buy |
5,746
+367
| +7% | +$5.65K | 0.01% | 592 |
|
|
2024
Q3 | $42.3K | Buy |
5,379
+1,975
| +58% | +$15.5K | ﹤0.01% | 904 |
|
|
2024
Q2 | $22.5K | Buy |
3,404
+248
| +8% | +$1.64K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $23K | Sell |
3,156
-717
| -19% | -$5.23K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $38.5K | Buy |
3,873
+1,277
| +49% | +$12.7K | ﹤0.01% | 857 |
|
|
2023
Q3 | $20.7K | Sell |
2,596
-20
| -0.8% | -$160 | ﹤0.01% | 1043 |
|
|
2023
Q2 | $21.8K | Buy |
2,616
+323
| +14% | +$2.69K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $13.9K | Sell |
2,293
-10,710
| -82% | -$65K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $59.9K | Buy |
13,003
+1,178
| +10% | +$5.43K | 0.01% | 629 |
|
|
2022
Q3 | $58K | Sell |
11,825
-124
| -1% | -$608 | 0.01% | 600 |
|
|
2022
Q2 | $63K | Sell |
11,949
-427
| -3% | -$2.25K | 0.01% | 583 |
|
|
2022
Q1 | $117K | Buy |
12,376
+1,900
| +18% | +$18K | 0.02% | 418 |
|
|
2021
Q4 | $166K | Hold |
10,476
| – | – | 0.03% | 352 |
|
|
2021
Q3 | $166K | Buy |
+10,476
| New | +$166K | 0.04% | 184 |
|