Pathstone Holdings’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 | $2.4M | Sell |
131,905
-51,285
| -28% | -$934K | 0.01% | 892 |
|
|
2025
Q1 | $2.1M | Sell |
183,190
-689
| -0.4% | -$7.9K | 0.01% | 962 |
|
|
2024
Q4 | $2.85M | Sell |
183,879
-8,178
| -4% | -$127K | 0.01% | 793 |
|
|
2024
Q3 | $1.51M | Buy |
192,057
+22,426
| +13% | +$176K | 0.01% | 1144 |
|
|
2024
Q2 | $1.12M | Buy |
169,631
+799
| +0.5% | +$5.28K | 0.01% | 1259 |
|
|
2024
Q1 | $1.23M | Buy |
168,832
+46,823
| +38% | +$342K | 0.01% | 1152 |
|
|
2023
Q4 | $1.16M | Buy |
+122,009
| New | +$1.16M | 0.01% | 991 |
|