Mark Sheptoff Financial Planning’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 | $3.64K | Sell |
200
-300
| -60% | -$5.46K | ﹤0.01% | 425 |
|
|
2025
Q1 | $5.82K | Buy |
500
+300
| +150% | +$3.49K | ﹤0.01% | 362 |
|
|
2024
Q4 | $3.08K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $1.57K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $1.32K | Hold |
200
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $1.46K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $1.99K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $1.6K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $1.67K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $1.21K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $922 | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $3K | Buy |
200
+50
| +33% | +$750 | ﹤0.01% | 399 |
|
|
2021
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 388 |
|