NFSG
Newbridge Financial Services Group’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
17,476
-4,583
| -21% | -$83.5K | 0.05% | 237 |
|
|
2025
Q1 | $257K | Sell |
22,059
-4,668
| -17% | -$54.3K | 0.06% | 171 |
|
|
2024
Q4 | $412K | Sell |
26,727
-20,243
| -43% | -$312K | 0.11% | 131 |
|
|
2024
Q3 | $369K | Sell |
46,970
-62,030
| -57% | -$488K | 0.13% | 110 |
|
|
2024
Q2 | $720K | Sell |
109,000
-180,476
| -62% | -$1.19M | 0.27% | 72 |
|
|
2024
Q1 | $2.11M | Sell |
289,476
-4,472
| -2% | -$32.6K | 0.92% | 20 |
|
|
2023
Q4 | $2.92M | Buy |
293,948
+33,965
| +13% | +$338K | 1.43% | 5 |
|
|
2023
Q3 | $2.08M | Sell |
259,983
-104,279
| -29% | -$833K | 1.04% | 9 |
|
|
2023
Q2 | $3.04M | Buy |
364,262
+51,444
| +16% | +$429K | 1.49% | 6 |
|
|
2023
Q1 | $1.9M | Buy |
312,818
+34,415
| +12% | +$209K | 1.01% | 10 |
|
|
2022
Q4 | $1.28M | Buy |
278,403
+104,675
| +60% | +$483K | 0.74% | 18 |
|
|
2022
Q3 | $848K | Buy |
173,728
+4,685
| +3% | +$22.9K | 0.5% | 30 |
|
|
2022
Q2 | $891K | Buy |
169,043
+21,041
| +14% | +$111K | 0.55% | 30 |
|
|
2022
Q1 | $1.4M | Buy |
148,002
+16,550
| +13% | +$156K | 0.69% | 19 |
|
|
2021
Q4 | $2.08M | Buy |
131,452
+95,927
| +270% | +$1.52M | 0.98% | 11 |
|
|
2021
Q3 | $564K | Buy |
35,525
+13,025
| +58% | +$207K | 0.35% | 61 |
|
|
2021
Q2 | $431K | Buy |
22,500
+4,050
| +22% | +$77.6K | 0.26% | 88 |
|
|
2021
Q1 | $316K | Buy |
+18,450
| New | +$316K | 0.23% | 108 |
|