NFP Retirement Inc’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 | $10.4M | Hold |
572,437
| – | – | 0.69% | 35 |
|
|
2025
Q1 | $6.66M | Sell |
572,437
-3,550
| -0.6% | -$41.3K | 0.53% | 37 |
|
|
2024
Q4 | $8.87M | Sell |
575,987
-1
| -0% | -$15 | 0.7% | 29 |
|
|
2024
Q3 | $4.53M | Hold |
575,988
| – | – | 0.37% | 42 |
|
|
2024
Q2 | $3.81M | Sell |
575,988
-70
| -0% | -$463 | 0.32% | 50 |
|
|
2024
Q1 | $4.21M | Buy |
+576,058
| New | +$4.21M | 0.36% | 44 |
|