River Street 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 | $1.4M | Buy |
77,032
+9,830
| +15% | +$179K | 0.6% | 41 |
|
|
2025
Q1 | $782K | Buy |
67,202
+4,179
| +7% | +$48.6K | 0.39% | 76 |
|
|
2024
Q4 | $971K | Buy |
63,023
+5,654
| +10% | +$87.1K | 0.5% | 58 |
|
|
2024
Q3 | $451K | Buy |
57,369
+10,223
| +22% | +$80.4K | 0.24% | 100 |
|
|
2024
Q2 | $312K | Buy |
47,146
+3,864
| +9% | +$25.5K | 0.19% | 116 |
|
|
2024
Q1 | $316K | Buy |
43,282
+7,868
| +22% | +$57.4K | 0.21% | 104 |
|
|
2023
Q4 | $352K | Buy |
35,414
+1,526
| +5% | +$15.2K | 0.28% | 91 |
|
|
2023
Q3 | $271K | Sell |
33,888
-7,226
| -18% | -$57.7K | 0.26% | 95 |
|
|
2023
Q2 | $343K | Sell |
41,114
-1,016
| -2% | -$8.47K | 0.33% | 85 |
|
|
2023
Q1 | $256K | Buy |
42,130
+2,281
| +6% | +$13.8K | 0.25% | 102 |
|
|
2022
Q4 | $184K | Buy |
+39,849
| New | +$184K | 0.2% | 104 |
|