Oak Thistle 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 | $1.5M | Sell |
82,105
-34,796
| -30% | -$634K | 0.22% | 170 |
|
|
2025
Q1 | $1.36M | Buy |
116,901
+91,176
| +354% | +$1.06M | 0.27% | 128 |
|
|
2024
Q4 | $396K | Sell |
25,725
-9,962
| -28% | -$153K | 0.12% | 290 |
|
|
2024
Q3 | $281K | Sell |
35,687
-6,207
| -15% | -$48.8K | 0.09% | 345 |
|
|
2024
Q2 | $277K | Buy |
+41,894
| New | +$277K | 0.21% | 224 |
|
|
2024
Q1 | – | Sell |
-75,425
| Closed | -$750K | – | 490 |
|
|
2023
Q4 | $750K | Buy |
75,425
+3,766
| +5% | +$37.5K | 0.22% | 198 |
|
|
2023
Q3 | $573K | Buy |
71,659
+45,982
| +179% | +$367K | 0.17% | 254 |
|
|
2023
Q2 | $214K | Buy |
+25,677
| New | +$214K | 0.11% | 310 |
|
|
2023
Q1 | – | Sell |
-18,871
| Closed | -$87K | – | 440 |
|
|
2022
Q4 | $87K | Sell |
18,871
-6,738
| -26% | -$31.1K | 0.19% | 149 |
|
|
2022
Q3 | $125K | Buy |
+25,609
| New | +$125K | 0.45% | 103 |
|