Patriot Financial Group Insurance Agency’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 | $306K | Buy |
+16,782
| New | +$306K | 0.04% | 400 |
|
|
2024
Q4 | – | Sell |
-11,584
| Closed | -$91.1K | – | 523 |
|
|
2024
Q3 | $91.1K | Buy |
11,584
+849
| +8% | +$6.67K | 0.01% | 483 |
|
|
2024
Q2 | $71K | Buy |
+10,735
| New | +$71K | 0.01% | 463 |
|
|
2022
Q3 | – | Sell |
-742
| Closed | -$4K | – | 1735 |
|
|
2022
Q2 | $4K | Buy |
742
+312
| +73% | +$1.68K | ﹤0.01% | 1580 |
|
|
2022
Q1 | $4K | Sell |
430
-976
| -69% | -$9.08K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $22K | Sell |
1,406
-569
| -29% | -$8.9K | ﹤0.01% | 1190 |
|
|
2021
Q3 | $31K | Buy |
1,975
+1,075
| +119% | +$16.9K | 0.01% | 1035 |
|
|
2021
Q2 | $17K | Buy |
+900
| New | +$17K | ﹤0.01% | 1253 |
|