NBC Securities’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 | $139K | Hold |
7,677
| – | – | 0.01% | 951 |
|
|
2025
Q1 | $89K | Buy |
7,677
+7,670
| +109,571% | +$88.9K | 0.01% | 1009 |
|
|
2024
Q4 | $108 | Sell |
7
-9,574
| -100% | -$148K | 0.01% | 909 |
|
|
2024
Q3 | $75K | Buy |
9,581
+1,081
| +13% | +$8.46K | 0.01% | 1066 |
|
|
2024
Q2 | $56K | Hold |
8,500
| – | – | 0.01% | 1106 |
|
|
2024
Q1 | $62K | Sell |
8,500
-225
| -3% | -$1.64K | 0.01% | 1077 |
|
|
2023
Q4 | $86K | Buy |
8,725
+1,000
| +13% | +$9.86K | 0.01% | 987 |
|
|
2023
Q3 | $61K | Buy |
+7,725
| New | +$61K | 0.01% | 1067 |
|