Prime Capital 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 | – | Sell |
-23,940
| Closed | -$278K | – | 1065 |
|
|
2025
Q1 | $278K | Buy |
+23,940
| New | +$278K | ﹤0.01% | 860 |
|
|
2024
Q2 | – | Sell |
-10,897
| Closed | -$79.5K | – | 999 |
|
|
2024
Q1 | $79.5K | Sell |
10,897
-1,795
| -14% | -$13.1K | ﹤0.01% | 964 |
|
|
2023
Q4 | $126K | Buy |
12,692
+2,361
| +23% | +$23.5K | ﹤0.01% | 903 |
|
|
2023
Q3 | $82.5K | Sell |
10,331
-579
| -5% | -$4.63K | ﹤0.01% | 726 |
|
|
2023
Q2 | $91K | Buy |
+10,910
| New | +$91K | ﹤0.01% | 736 |
|
|
2023
Q1 | – | Sell |
-10,241
| Closed | -$47.2K | – | 634 |
|
|
2022
Q4 | $47.2K | Buy |
+10,241
| New | +$47.2K | ﹤0.01% | 516 |
|