NorthRock Partners’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 | $316K | Buy |
17,374
+2,601
| +18% | +$47.4K | 0.01% | 516 |
|
|
2025
Q1 | $172K | Buy |
+14,773
| New | +$172K | 0.01% | 581 |
|
|
2024
Q3 | – | Sell |
-11,258
| Closed | -$74.4K | – | 858 |
|
|
2024
Q2 | $74.4K | Sell |
11,258
-987
| -8% | -$6.52K | ﹤0.01% | 637 |
|
|
2024
Q1 | $89.4K | Buy |
+12,245
| New | +$89.4K | ﹤0.01% | 630 |
|