NewSquare Capital’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 | – | Sell |
-2,000
| Closed | -$23.3K | – | 1370 |
|
|
2025
Q1 | $23.3K | Sell |
2,000
-1,000
| -33% | -$11.6K | ﹤0.01% | 324 |
|
|
2024
Q4 | $46.2K | Sell |
3,000
-2,000
| -40% | -$30.8K | ﹤0.01% | 192 |
|
|
2024
Q3 | $39.3K | Hold |
5,000
| – | – | ﹤0.01% | 173 |
|
|
2024
Q2 | $33.1K | Hold |
5,000
| – | – | ﹤0.01% | 175 |
|
|
2024
Q1 | $36.5K | Hold |
5,000
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $49.8K | Hold |
5,000
| – | – | ﹤0.01% | 192 |
|
|
2023
Q3 | $40K | Sell |
5,000
-1,000
| -17% | -$7.99K | ﹤0.01% | 202 |
|
|
2023
Q2 | $50K | Hold |
6,000
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $36.4K | Hold |
6,000
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $27.7K | Hold |
6,000
| – | – | ﹤0.01% | 199 |
|
|
2022
Q3 | $29K | Buy |
6,000
+1,000
| +20% | +$4.83K | ﹤0.01% | 197 |
|
|
2022
Q2 | $26K | Buy |
5,000
+3,500
| +233% | +$18.2K | ﹤0.01% | 214 |
|
|
2022
Q1 | $14K | Buy |
1,500
+200
| +15% | +$1.87K | ﹤0.01% | 251 |
|
|
2021
Q4 | $21K | Hold |
1,300
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $21K | Hold |
1,300
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $25K | Buy |
1,300
+100
| +8% | +$1.92K | ﹤0.01% | 221 |
|
|
2021
Q1 | $21K | Buy |
1,200
+900
| +300% | +$15.8K | ﹤0.01% | 197 |
|
|
2020
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 303 |
|