Northwest Capital 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 | $10.7K | Hold |
590
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $6.86K | Sell |
590
-500
| -46% | -$5.82K | ﹤0.01% | 335 |
|
|
2024
Q4 | $16.8K | Hold |
1,090
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $8.57K | Hold |
1,090
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $7.21K | Buy |
1,090
+40
| +4% | +$264 | ﹤0.01% | 336 |
|
|
2024
Q1 | $7.67K | Hold |
1,050
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $10.4K | Buy |
+1,050
| New | +$10.4K | ﹤0.01% | 373 |
|