NWAM LLC’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 | $1.38M | Buy |
63,179
+4,521
| +8% | +$98.6K | 0.11% | 175 |
|
|
2025
Q1 | $682K | Buy |
58,658
+14,023
| +31% | +$163K | 0.06% | 263 |
|
|
2024
Q4 | $687K | Buy |
44,635
+4,531
| +11% | +$69.8K | 0.04% | 324 |
|
|
2024
Q3 | $315K | Buy |
40,104
+7,255
| +22% | +$57K | 0.02% | 483 |
|
|
2024
Q2 | $217K | Sell |
32,849
-24,572
| -43% | -$162K | 0.06% | 140 |
|
|
2024
Q1 | $405K | Buy |
57,421
+18,263
| +47% | +$129K | 0.03% | 374 |
|
|
2023
Q4 | $390K | Buy |
39,158
+8,845
| +29% | +$88K | 0.03% | 383 |
|
|
2023
Q3 | $242K | Buy |
30,313
+9,245
| +44% | +$73.9K | 0.02% | 432 |
|
|
2023
Q2 | $176K | Buy |
21,068
+7,951
| +61% | +$66.3K | 0.01% | 517 |
|
|
2023
Q1 | $79.6K | Buy |
+13,117
| New | +$79.6K | 0.01% | 470 |
|