Prospera Financial Services’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 | $1.64M | Buy |
90,172
+12,806
| +17% | +$233K | 0.03% | 511 |
|
|
2025
Q1 | $900K | Buy |
77,366
+6,391
| +9% | +$74.3K | 0.02% | 592 |
|
|
2024
Q4 | $1.09M | Sell |
70,975
-24,988
| -26% | -$385K | 0.03% | 513 |
|
|
2024
Q3 | $754K | Sell |
95,963
-1,520
| -2% | -$11.9K | 0.02% | 588 |
|
|
2024
Q2 | $644K | Sell |
97,483
-9,330
| -9% | -$61.7K | 0.02% | 620 |
|
|
2024
Q1 | $780K | Buy |
106,813
+11,782
| +12% | +$86K | 0.02% | 564 |
|
|
2023
Q4 | $946K | Buy |
95,031
+1,117
| +1% | +$11.1K | 0.03% | 485 |
|
|
2023
Q3 | $750K | Buy |
93,914
+793
| +0.9% | +$6.34K | 0.03% | 500 |
|
|
2023
Q2 | $777K | Sell |
93,121
-8,312
| -8% | -$69.3K | 0.03% | 486 |
|
|
2023
Q1 | $616K | Buy |
101,433
+24,513
| +32% | +$149K | 0.03% | 549 |
|
|
2022
Q4 | $355K | Buy |
76,920
+43,197
| +128% | +$199K | 0.02% | 642 |
|
|
2022
Q3 | $164K | Sell |
33,723
-9,485
| -22% | -$46.1K | 0.01% | 793 |
|
|
2022
Q2 | $228K | Buy |
43,208
+21,323
| +97% | +$113K | 0.01% | 697 |
|
|
2022
Q1 | $207K | Sell |
21,885
-800
| -4% | -$7.57K | 0.01% | 881 |
|
|
2021
Q4 | $359K | Buy |
+22,685
| New | +$359K | 0.02% | 654 |
|