NDSI
Newman Dignan & Sheerar Inc’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
20,118
+1,250
| +7% | +$22.8K | 0.08% | 138 |
|
|
2025
Q1 | $219K | Buy |
18,868
+2,095
| +12% | +$24.4K | 0.06% | 154 |
|
|
2024
Q4 | $258K | Sell |
16,773
-1,600
| -9% | -$24.6K | 0.07% | 153 |
|
|
2024
Q3 | $206K | Buy |
+18,373
| New | +$206K | 0.05% | 174 |
|
|
2024
Q1 | – | Sell |
-15,223
| Closed | -$151K | – | 183 |
|
|
2023
Q4 | $151K | Buy |
+15,223
| New | +$151K | 0.05% | 166 |
|
|
2023
Q1 | – | Sell |
-16,843
| Closed | -$77.6K | – | 202 |
|
|
2022
Q4 | $77.6K | Buy |
+16,843
| New | +$77.6K | 0.03% | 182 |
|
|
2022
Q1 | – | Sell |
-10,148
| Closed | -$160K | – | 215 |
|
|
2021
Q4 | $160K | Buy |
+10,148
| New | +$160K | 0.05% | 191 |
|