NewSquare Capital’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $23.3K | Sell |
|
|||||
|
2024
Q4 | $46.2K | Sell |
|
|||||
|
2024
Q3 | $39.3K | Hold |
|
|||||
|
2024
Q2 | $33K | Hold |
|
|||||
|
2024
Q1 | $36.5K | Hold |
|
|||||
|
2023
Q4 | $49.8K | Hold |
|
|||||
|
2023
Q3 | $40K | Sell |
|
|||||
|
2023
Q2 | $50K | Hold |
|
|||||
|
2023
Q1 | $36.4K | Hold |
|
|||||
|
2022
Q4 | $27.7K | Hold |
|
|||||
|
2022
Q3 | $29K | Buy |
|
|||||
|
2022
Q2 | $26K | Buy |
|
|||||
|
2022
Q1 | $14K | Buy |
|
|||||
|
2021
Q4 | $21K | Hold |
|
|||||
|
2021
Q3 | $21K | Hold |
|
|||||
|
2021
Q2 | $25K | Buy |
|
|||||
|
2021
Q1 | $21K | Buy |
|
|||||
|
2020
Q4 | $4K | Buy |
|