North Star Investment Management’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
$9.11K Hold
500
﹤0.01% 901
2025
Q1
$5.82K Hold
500
﹤0.01% 955
2024
Q4
$7.7K Hold
500
﹤0.01% 921
2024
Q3
$3.93K Hold
500
﹤0.01% 1004
2024
Q2
$3.31K Hold
500
﹤0.01% 980
2024
Q1
$3.65K Hold
500
﹤0.01% 1022
2023
Q4
$4.98K Hold
500
﹤0.01% 942
2023
Q3
$4K Hold
500
﹤0.01% 982
2023
Q2
$4.17K Hold
500
﹤0.01% 994
2023
Q1
$3.04K Hold
500
﹤0.01% 1049
2022
Q4
$2.31K Hold
500
﹤0.01% 1055
2022
Q3
$2K Hold
500
﹤0.01% 1042
2022
Q2
$3K Hold
500
﹤0.01% 1024
2022
Q1
$5K Hold
500
﹤0.01% 985
2021
Q4
$8K Buy
+500
New +$8K ﹤0.01% 948