Moseley Investment Management’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 | $573K | Sell |
31,463
-23
| -0.1% | -$419 | 0.2% | 86 |
|
|
2025
Q1 | $366K | Buy |
31,486
+450
| +1% | +$5.23K | 0.14% | 105 |
|
|
2024
Q4 | $478K | Sell |
31,036
-2,500
| -7% | -$38.5K | 0.19% | 92 |
|
|
2024
Q3 | $264K | Buy |
33,536
+2,598
| +8% | +$20.4K | 0.11% | 128 |
|
|
2024
Q2 | $205K | Buy |
30,938
+258
| +0.8% | +$1.71K | 0.09% | 141 |
|
|
2024
Q1 | $224K | Buy |
30,680
+4,021
| +15% | +$29.4K | 0.11% | 131 |
|
|
2023
Q4 | $265K | Sell |
26,659
-3,505
| -12% | -$34.9K | 0.15% | 121 |
|
|
2023
Q3 | $241K | Buy |
30,164
+4,091
| +16% | +$32.7K | 0.14% | 128 |
|
|
2023
Q2 | $217K | Buy |
+26,073
| New | +$217K | 0.13% | 138 |
|
|
2023
Q1 | – | Sell |
-29,351
| Closed | -$135K | – | 148 |
|
|
2022
Q4 | $135K | Sell |
29,351
-719
| -2% | -$3.32K | 0.1% | 140 |
|
|
2022
Q3 | $147K | Sell |
30,070
-8,013
| -21% | -$39.2K | 0.11% | 138 |
|
|
2022
Q2 | $201K | Buy |
38,083
+4,799
| +14% | +$25.3K | 0.14% | 146 |
|
|
2022
Q1 | $315K | Buy |
33,284
+2,407
| +8% | +$22.8K | 0.17% | 130 |
|
|
2021
Q4 | $488K | Buy |
+30,877
| New | +$488K | 0.22% | 105 |
|