MIG
McGuire Investment Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Hold |
35,950
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $418K | Hold |
35,950
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $554K | Hold |
35,950
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $283K | Sell |
35,950
-4,000
| -10% | -$31.4K | 0.04% | 106 |
|
|
2024
Q2 | $264K | Hold |
39,950
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $292K | Buy |
39,950
+3,700
| +10% | +$27K | 0.04% | 106 |
|
|
2023
Q4 | $361K | Buy |
36,250
+10,600
| +41% | +$105K | 0.06% | 89 |
|
|
2023
Q3 | $205K | Hold |
25,650
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $214K | Buy |
25,650
+7,000
| +38% | +$58.4K | 0.04% | 109 |
|
|
2023
Q1 | $113K | Hold |
18,650
| – | – | 0.02% | 112 |
|
|
2022
Q4 | $86K | Buy |
18,650
+1,128
| +6% | +$5.2K | 0.02% | 113 |
|
|
2022
Q3 | $86K | Sell |
17,522
-2,160
| -11% | -$10.6K | 0.02% | 112 |
|
|
2022
Q2 | $104K | Hold |
19,682
| – | – | 0.02% | 114 |
|
|
2022
Q1 | $186K | Buy |
+19,682
| New | +$186K | 0.03% | 121 |
|