Northwest Wealth 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 | $287K | Sell |
15,775
-125
| -0.8% | -$2.28K | 0.05% | 150 |
|
|
2025
Q1 | $185K | Buy |
15,900
+301
| +2% | +$3.5K | 0.04% | 183 |
|
|
2024
Q4 | $240K | Buy |
15,599
+293
| +2% | +$4.51K | 0.05% | 146 |
|
|
2024
Q3 | $120K | Buy |
15,306
+306
| +2% | +$2.41K | 0.03% | 164 |
|
|
2024
Q2 | $99.2K | Hold |
15,000
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $110K | Buy |
15,000
+5,000
| +50% | +$36.5K | 0.03% | 168 |
|
|
2023
Q4 | $99.5K | Hold |
10,000
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $79.9K | Buy |
+10,000
| New | +$79.9K | 0.03% | 145 |
|