Parallel Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
14,229
+5,475
| +63% | +$99.7K | 0.01% | 895 |
|
|
2025
Q1 | $102K | Buy |
8,754
+1,420
| +19% | +$16.5K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $113K | Sell |
7,334
-237
| -3% | -$3.65K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $59.5K | Buy |
7,571
+3,123
| +70% | +$24.5K | ﹤0.01% | 1510 |
|
|
2024
Q2 | $29.4K | Sell |
4,448
-1,247
| -22% | -$8.24K | ﹤0.01% | 1776 |
|
|
2024
Q1 | $41.6K | Buy |
5,695
+1,581
| +38% | +$11.5K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $40.9K | Buy |
4,114
+443
| +12% | +$4.41K | ﹤0.01% | 1531 |
|
|
2023
Q3 | $29.3K | Buy |
3,671
+569
| +18% | +$4.55K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $25.9K | Sell |
3,102
-360
| -10% | -$3K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $21K | Buy |
3,462
+1,966
| +131% | +$11.9K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $6.9K | Sell |
1,496
-2,601
| -63% | -$12K | ﹤0.01% | 2190 |
|
|
2022
Q3 | $20K | Sell |
4,097
-10,014
| -71% | -$48.9K | ﹤0.01% | 1672 |
|
|
2022
Q2 | $74K | Sell |
14,111
-1,553
| -10% | -$8.14K | ﹤0.01% | 1077 |
|
|
2022
Q1 | $153K | Buy |
15,664
+14,385
| +1,125% | +$141K | 0.01% | 829 |
|
|
2021
Q4 | $20K | Sell |
1,279
-521
| -29% | -$8.15K | ﹤0.01% | 1788 |
|
|
2021
Q3 | $29K | Buy |
1,800
+1,550
| +620% | +$25K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $5K | Buy |
250
+225
| +900% | +$4.5K | ﹤0.01% | 2289 |
|
|
2021
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 2881 |
|