PFG Investments’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 | $554K | Sell |
30,427
-5,798
| -16% | -$106K | 0.03% | 489 |
|
|
2025
Q1 | $421K | Sell |
36,225
-11,400
| -24% | -$133K | 0.03% | 563 |
|
|
2024
Q4 | $733K | Sell |
47,625
-5,420
| -10% | -$83.5K | 0.05% | 366 |
|
|
2024
Q3 | $417K | Sell |
53,045
-29,352
| -36% | -$231K | 0.03% | 568 |
|
|
2024
Q2 | $545K | Buy |
82,397
+20,175
| +32% | +$133K | 0.04% | 417 |
|
|
2024
Q1 | $454K | Buy |
62,222
+32,567
| +110% | +$238K | 0.03% | 569 |
|
|
2023
Q4 | $295K | Buy |
29,655
+1,547
| +6% | +$15.4K | 0.05% | 355 |
|
|
2023
Q3 | $225K | Buy |
28,108
+6,150
| +28% | +$49.1K | 0.04% | 431 |
|
|
2023
Q2 | $183K | Sell |
21,958
-3,450
| -14% | -$28.8K | 0.03% | 470 |
|
|
2023
Q1 | $154K | Buy |
+25,408
| New | +$154K | 0.03% | 450 |
|