Panoramic 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 | $194K | Hold |
10,650
| – | – | 0.12% | 118 |
|
|
2025
Q1 | $124K | Hold |
10,650
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $164K | Hold |
10,650
| – | – | 0.11% | 117 |
|
|
2024
Q3 | $83.7K | Buy |
+10,650
| New | +$83.7K | 0.06% | 118 |
|
|
2024
Q1 | $168K | Hold |
23,000
| – | – | 0.12% | 112 |
|
|
2023
Q4 | $229K | Buy |
23,000
+7,500
| +48% | +$74.6K | 0.2% | 96 |
|
|
2023
Q3 | $124K | Buy |
+15,500
| New | +$124K | 0.11% | 98 |
|