Quadcap 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 | – | Sell |
-10,321
| Closed | -$120K | – | 399 |
|
|
2025
Q1 | $120K | Sell |
10,321
-16
| -0.2% | -$186 | 0.02% | 360 |
|
|
2024
Q4 | $159K | Sell |
10,337
-1,261
| -11% | -$19.4K | 0.02% | 361 |
|
|
2024
Q3 | $91.2K | Hold |
11,598
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $76.7K | Buy |
11,598
+912
| +9% | +$6.03K | 0.01% | 370 |
|
|
2024
Q1 | $78K | Buy |
10,686
+570
| +6% | +$4.16K | 0.02% | 320 |
|
|
2023
Q4 | $101K | Buy |
+10,116
| New | +$101K | 0.03% | 324 |
|