Means Investment Company’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 | $986K | Buy |
54,138
+5,800
| +12% | +$106K | 0.09% | 91 |
|
|
2025
Q1 | $562K | Sell |
48,338
-2,714
| -5% | -$31.6K | 0.06% | 115 |
|
|
2024
Q4 | $786K | Buy |
51,052
+168
| +0.3% | +$2.59K | 0.08% | 105 |
|
|
2024
Q3 | $400K | Sell |
50,884
-3,766
| -7% | -$29.6K | 0.04% | 143 |
|
|
2024
Q2 | $361K | Sell |
54,650
-3,042
| -5% | -$20.1K | 0.04% | 144 |
|
|
2024
Q1 | $421K | Sell |
57,692
-3,086
| -5% | -$22.5K | 0.05% | 135 |
|
|
2023
Q4 | $605K | Buy |
60,778
+4,809
| +9% | +$47.8K | 0.09% | 114 |
|
|
2023
Q3 | $447K | Sell |
55,969
-1,523
| -3% | -$12.2K | 0.07% | 126 |
|
|
2023
Q2 | $479K | Buy |
57,492
+6,029
| +12% | +$50.3K | 0.08% | 124 |
|
|
2023
Q1 | $312K | Buy |
51,463
+16,748
| +48% | +$102K | 0.05% | 156 |
|
|
2022
Q4 | $160K | Sell |
34,715
-59,533
| -63% | -$274K | 0.03% | 191 |
|
|
2022
Q3 | $460K | Buy |
94,248
+3,527
| +4% | +$17.2K | 0.1% | 115 |
|
|
2022
Q2 | $478K | Buy |
90,721
+30,222
| +50% | +$159K | 0.1% | 116 |
|
|
2022
Q1 | $572K | Buy |
60,499
+49,839
| +468% | +$471K | 0.1% | 110 |
|
|
2021
Q4 | $169K | Buy |
+10,660
| New | +$169K | 0.03% | 186 |
|