Marshall Financial Group (Maryland)’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 | $395K | Sell |
20,524
-252
| -1% | -$4.85K | 0.08% | 194 |
|
|
2025
Q1 | $242K | Buy |
20,776
+716
| +4% | +$8.33K | 0.05% | 210 |
|
|
2024
Q4 | $309K | Sell |
20,060
-483
| -2% | -$7.44K | 0.07% | 179 |
|
|
2024
Q3 | $161K | Buy |
20,543
+737
| +4% | +$5.79K | 0.04% | 215 |
|
|
2024
Q2 | $131K | Buy |
19,806
+7,582
| +62% | +$50.1K | 0.04% | 166 |
|
|
2024
Q1 | $89.2K | Buy |
+12,224
| New | +$89.2K | 0.03% | 171 |
|