Procyon 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 | $242K | Sell |
13,264
-1,075
| -7% | -$19.6K | 0.02% | 409 |
|
|
2025
Q1 | $167K | Buy |
14,339
+842
| +6% | +$9.79K | 0.01% | 573 |
|
|
2024
Q4 | $208K | Buy |
13,497
+1,000
| +8% | +$15.4K | 0.01% | 519 |
|
|
2024
Q3 | $98.2K | Buy |
12,497
+692
| +6% | +$5.44K | 0.01% | 534 |
|
|
2024
Q2 | $78K | Sell |
11,805
-100
| -0.8% | -$661 | 0.01% | 508 |
|
|
2024
Q1 | $86.9K | Buy |
11,905
+620
| +5% | +$4.53K | 0.01% | 498 |
|
|
2023
Q4 | $112K | Sell |
11,285
-780
| -6% | -$7.76K | 0.01% | 488 |
|
|
2023
Q3 | $96.4K | Sell |
12,065
-1,000
| -8% | -$7.99K | 0.01% | 465 |
|
|
2023
Q2 | $109K | Buy |
+13,065
| New | +$109K | 0.01% | 435 |
|