PSI 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 |
-4,885
| Closed | -$56.8K | – | 597 |
|
|
2025
Q1 | $56.8K | Hold |
4,885
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $75.2K | Hold |
4,885
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $38.4K | Hold |
4,885
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $32.3K | Buy |
4,885
+50
| +1% | +$331 | 0.01% | 324 |
|
|
2024
Q1 | $35.3K | Sell |
4,835
-650
| -12% | -$4.75K | 0.01% | 310 |
|
|
2023
Q4 | $54.6K | Buy |
5,485
+400
| +8% | +$3.98K | 0.02% | 248 |
|
|
2023
Q3 | $40.6K | Buy |
5,085
+400
| +9% | +$3.2K | 0.02% | 272 |
|
|
2023
Q2 | $39.1K | Sell |
4,685
-200
| -4% | -$1.67K | 0.02% | 276 |
|
|
2023
Q1 | $29.7K | Buy |
4,885
+200
| +4% | +$1.21K | 0.01% | 289 |
|
|
2022
Q4 | $21.6K | Sell |
4,685
-600
| -11% | -$2.77K | 0.01% | 310 |
|
|
2022
Q3 | $26K | Sell |
5,285
-1,300
| -20% | -$6.4K | 0.01% | 296 |
|
|
2022
Q2 | $34K | Buy |
6,585
+5,735
| +675% | +$29.6K | 0.02% | 293 |
|
|
2022
Q1 | $8K | Sell |
850
-10,235
| -92% | -$96.3K | ﹤0.01% | 509 |
|
|
2021
Q4 | $175K | Buy |
11,085
+2,590
| +30% | +$40.9K | 0.07% | 156 |
|
|
2021
Q3 | $134K | Buy |
+8,495
| New | +$134K | 0.06% | 166 |
|