M Holdings Securities’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 | – | Sell |
-23,795
| Closed | -$366K | – | 150 |
|
|
2024
Q4 | $366K | Buy |
+23,795
| New | +$366K | 0.06% | 128 |
|
|
2024
Q3 | – | Sell |
-39,320
| Closed | -$260K | – | 267 |
|
|
2024
Q2 | $260K | Buy |
39,320
+5,930
| +18% | +$39.2K | 0.03% | 249 |
|
|
2024
Q1 | $244K | Sell |
33,390
-2,400
| -7% | -$17.5K | 0.04% | 127 |
|
|
2023
Q4 | $356K | Buy |
+35,790
| New | +$356K | 0.04% | 166 |
|
|
2023
Q2 | – | Sell |
-44,310
| Closed | -$269K | – | 394 |
|
|
2023
Q1 | $269K | Sell |
44,310
-4,996
| -10% | -$30.3K | 0.03% | 266 |
|
|
2022
Q4 | $227K | Sell |
49,306
-5,197
| -10% | -$23.9K | 0.02% | 397 |
|
|
2022
Q3 | $266K | Sell |
54,503
-4,397
| -7% | -$21.5K | 0.03% | 347 |
|
|
2022
Q2 | $310K | Sell |
58,900
-12,300
| -17% | -$64.7K | 0.03% | 331 |
|
|
2022
Q1 | $673K | Buy |
+71,200
| New | +$673K | 0.05% | 246 |
|