OneDigital Investment Advisors’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 | $590K | Buy |
32,412
+2,441
| +8% | +$44.5K | 0.01% | 840 |
|
|
2025
Q1 | $349K | Buy |
29,971
+5,292
| +21% | +$61.5K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $380K | Buy |
24,679
+181
| +0.7% | +$2.79K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $193K | Buy |
24,498
+5,650
| +30% | +$44.4K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $125K | Buy |
18,848
+1,450
| +8% | +$9.59K | ﹤0.01% | 1316 |
|
|
2024
Q1 | $127K | Sell |
17,398
-1,016
| -6% | -$7.42K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $183K | Sell |
18,414
-21,470
| -54% | -$214K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $319K | Sell |
39,884
-258
| -0.6% | -$2.06K | 0.01% | 792 |
|
|
2023
Q2 | $335K | Buy |
40,142
+630
| +2% | +$5.25K | 0.01% | 783 |
|
|
2023
Q1 | $240K | Sell |
39,512
-1,884
| -5% | -$11.4K | 0.01% | 846 |
|
|
2022
Q4 | $191K | Sell |
41,396
-3,874
| -9% | -$17.9K | 0.01% | 777 |
|
|
2022
Q3 | $221K | Buy |
45,270
+5,605
| +14% | +$27.4K | 0.01% | 684 |
|
|
2022
Q2 | $209K | Buy |
39,665
+3,081
| +8% | +$16.2K | 0.01% | 650 |
|
|
2022
Q1 | $345K | Buy |
36,584
+3,937
| +12% | +$37.1K | 0.01% | 555 |
|
|
2021
Q4 | $516K | Buy |
32,647
+1,994
| +7% | +$31.5K | 0.02% | 427 |
|
|
2021
Q3 | $487K | Buy |
30,653
+16,503
| +117% | +$262K | 0.02% | 419 |
|
|
2021
Q2 | $271K | Buy |
14,150
+2,000
| +16% | +$38.3K | 0.01% | 576 |
|
|
2021
Q1 | $208K | Buy |
+12,150
| New | +$208K | 0.01% | 601 |
|