Optimum 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 | $2.73K | Sell |
150
-400
| -73% | -$7.29K | ﹤0.01% | 568 |
|
|
2025
Q1 | $6.4K | Hold |
550
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $8.47K | Sell |
550
-100
| -15% | -$1.54K | ﹤0.01% | 525 |
|
|
2024
Q3 | $5.11K | Hold |
650
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $4.3K | Sell |
650
-100
| -13% | -$661 | ﹤0.01% | 568 |
|
|
2024
Q1 | $5.48K | Hold |
750
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $7.46K | Sell |
750
-445
| -37% | -$4.43K | ﹤0.01% | 535 |
|
|
2023
Q3 | $9.55K | Buy |
1,195
+100
| +9% | +$799 | ﹤0.01% | 549 |
|
|
2023
Q2 | $9.13K | Hold |
1,095
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $6.65K | Hold |
1,095
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $5.05K | Sell |
1,095
-300
| -22% | -$1.38K | ﹤0.01% | 624 |
|
|
2022
Q3 | $7K | Hold |
1,395
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $7K | Hold |
1,395
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $13K | Sell |
1,395
-80
| -5% | -$746 | 0.01% | 620 |
|
|
2021
Q4 | $23K | Buy |
1,475
+380
| +35% | +$5.93K | 0.01% | 584 |
|
|
2021
Q3 | $17K | Buy |
1,095
+645
| +143% | +$10K | 0.01% | 612 |
|
|
2021
Q2 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 762 |
|