Prosperity Wealth Management’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 | $306K | Buy |
16,780
+5,555
| +49% | +$101K | 0.11% | 172 |
|
|
2025
Q1 | $131K | Sell |
11,225
-9,825
| -47% | -$114K | 0.06% | 207 |
|
|
2024
Q4 | $324K | Sell |
21,050
-2,800
| -12% | -$43.1K | 0.13% | 140 |
|
|
2024
Q3 | $187K | Buy |
+23,850
| New | +$187K | 0.07% | 183 |
|
|
2024
Q1 | – | Sell |
-31,050
| Closed | -$309K | – | 184 |
|
|
2023
Q4 | $309K | Buy |
+31,050
| New | +$309K | 0.2% | 83 |
|
|
2023
Q3 | – | Sell |
-20,500
| Closed | -$171K | – | 158 |
|
|
2023
Q2 | $171K | Buy |
+20,500
| New | +$171K | 0.11% | 134 |
|
|
2023
Q1 | – | Sell |
-17,542
| Closed | -$80.9K | – | 151 |
|
|
2022
Q4 | $80.9K | Buy |
+17,542
| New | +$80.9K | 0.08% | 118 |
|