Modus Advisors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,039
Closed -$93K 281
2024
Q4
$93K Sell
6,039
-4,706
-44% -$72.5K 0.03% 125
2024
Q3
$84.5K Sell
10,745
-625
-5% -$4.91K 0.03% 111
2024
Q2
$75.2K Buy
11,370
+750
+7% +$4.96K 0.03% 104
2024
Q1
$77.5K Buy
+10,620
New +$77.5K 0.03% 102