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 |
|