NewEdge 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
Q2 | $5.21M | Buy |
286,287
+90,927
| +47% | +$1.66M | 0.03% | 555 |
|
|
2025
Q1 | $2.27M | Buy |
195,360
+31,360
| +19% | +$365K | 0.01% | 803 |
|
|
2024
Q4 | $2.53M | Sell |
164,000
-75,094
| -31% | -$1.16M | 0.02% | 737 |
|
|
2024
Q3 | $1.88M | Sell |
239,094
-183,105
| -43% | -$1.44M | 0.01% | 819 |
|
|
2024
Q2 | $2.79M | Buy |
422,199
+102,973
| +32% | +$681K | 0.02% | 631 |
|
|
2024
Q1 | $2.33M | Sell |
319,226
-10,878
| -3% | -$79.4K | 0.02% | 638 |
|
|
2023
Q4 | $3.08M | Buy |
330,104
+5,709
| +2% | +$53.2K | 0.03% | 501 |
|
|
2023
Q3 | $2.59M | Sell |
324,395
-4,129
| -1% | -$33K | 0.03% | 515 |
|
|
2023
Q2 | $2.74M | Buy |
328,524
+213,934
| +187% | +$1.78M | 0.03% | 485 |
|
|
2023
Q1 | $696K | Buy |
114,590
+84,124
| +276% | +$511K | 0.01% | 966 |
|
|
2022
Q4 | $31.8K | Buy |
30,466
+3,471
| +13% | +$3.62K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $132K | Sell |
26,995
-3,659
| -12% | -$17.9K | ﹤0.01% | 1416 |
|
|
2022
Q2 | $162K | Buy |
+30,654
| New | +$162K | ﹤0.01% | 1420 |
|
|
2022
Q1 | – | Sell |
-29,258
| Closed | -$463K | – | 1568 |
|
|
2021
Q4 | $463K | Sell |
29,258
-2,798
| -9% | -$44.3K | 0.01% | 1115 |
|
|
2021
Q3 | $509K | Sell |
32,056
-1,310
| -4% | -$20.8K | 0.01% | 742 |
|
|
2021
Q2 | $640K | Buy |
33,366
+20,702
| +163% | +$397K | 0.02% | 665 |
|
|
2021
Q1 | $217K | Buy |
+12,664
| New | +$217K | 0.01% | 918 |
|