Oak Harbor Wealth 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 | $182K | Hold |
10,000
| – | – | 0.05% | 194 |
|
|
2025
Q1 | $116K | Sell |
10,000
-1,000
| -9% | -$11.6K | 0.03% | 204 |
|
|
2024
Q4 | $169K | Hold |
11,000
| – | – | 0.05% | 173 |
|
|
2024
Q3 | $86.5K | Buy |
11,000
+1,000
| +10% | +$7.86K | 0.02% | 180 |
|
|
2024
Q2 | $66.1K | Sell |
10,000
-10,000
| -50% | -$66.1K | 0.02% | 181 |
|
|
2024
Q1 | $146K | Hold |
20,000
| – | – | 0.05% | 173 |
|
|
2023
Q4 | $199K | Hold |
20,000
| – | – | 0.07% | 165 |
|
|
2023
Q3 | $160K | Hold |
20,000
| – | – | 0.06% | 169 |
|
|
2023
Q2 | $167K | Buy |
+20,000
| New | +$167K | 0.06% | 169 |
|
|
2022
Q4 | – | Sell |
-23,800
| Closed | -$116K | – | 223 |
|
|
2022
Q3 | $116K | Hold |
23,800
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $125K | Sell |
23,800
-1,053
| -4% | -$5.53K | 0.05% | 155 |
|
|
2022
Q1 | $235K | Buy |
24,853
+3,053
| +14% | +$28.9K | 0.08% | 150 |
|
|
2021
Q4 | $345K | Buy |
+21,800
| New | +$345K | 0.12% | 120 |
|