Merit Financial Group’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 | $418K | Buy |
22,980
+4,695
| +26% | +$85.5K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $213K | Sell |
18,285
-12,887
| -41% | -$150K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $480K | Buy |
31,172
+12,383
| +66% | +$191K | 0.01% | 741 |
|
|
2024
Q3 | $148K | Buy |
18,789
+772
| +4% | +$6.07K | ﹤0.01% | 800 |
|
|
2024
Q2 | $119K | Sell |
18,017
-3,482
| -16% | -$23K | ﹤0.01% | 887 |
|
|
2024
Q1 | $150K | Buy |
21,499
+2,305
| +12% | +$16K | ﹤0.01% | 830 |
|
|
2023
Q4 | $191K | Sell |
19,194
-1,324
| -6% | -$13.2K | 0.01% | 738 |
|
|
2023
Q3 | $164K | Buy |
20,518
+110
| +0.5% | +$879 | 0.01% | 701 |
|
|
2023
Q2 | $170K | Buy |
20,408
+8,140
| +66% | +$67.9K | 0.01% | 703 |
|
|
2023
Q1 | $74.5K | Buy |
+12,268
| New | +$74.5K | ﹤0.01% | 607 |
|