Private Trust Company’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 | $138K | Buy |
7,600
+100
| +1% | +$1.82K | 0.01% | 845 |
|
|
2025
Q1 | $87.2K | Hold |
7,500
| – | – | 0.01% | 990 |
|
|
2024
Q4 | $116K | Buy |
7,500
+500
| +7% | +$7.7K | 0.01% | 872 |
|
|
2024
Q3 | $55K | Sell |
7,000
-640
| -8% | -$5.03K | 0.01% | 1109 |
|
|
2024
Q2 | $50.5K | Hold |
7,640
| – | – | 0.01% | 1112 |
|
|
2024
Q1 | $55.8K | Hold |
7,640
| – | – | 0.01% | 1073 |
|
|
2023
Q4 | $76K | Buy |
7,640
+7,000
| +1,094% | +$69.7K | 0.01% | 919 |
|
|
2023
Q3 | $5.11K | Hold |
640
| – | – | ﹤0.01% | 1871 |
|
|
2023
Q2 | $5.34K | Hold |
640
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q1 | $3.89K | Sell |
640
-40,000
| -98% | -$243K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $187K | Buy |
+40,640
| New | +$187K | 0.03% | 525 |
|
|
2022
Q3 | – | Sell |
-30,000
| Closed | -$158K | – | 2185 |
|
|
2022
Q2 | $158K | Buy |
+30,000
| New | +$158K | 0.02% | 546 |
|