Rothschild Investment LLC’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 | $22.5K | Buy |
1,235
+70
| +6% | +$1.28K | ﹤0.01% | 995 |
|
|
2025
Q1 | $13.5K | Buy |
1,165
+30
| +3% | +$349 | ﹤0.01% | 1096 |
|
|
2024
Q4 | $17.5K | Hold |
1,135
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q3 | $8.92K | Buy |
1,135
+35
| +3% | +$275 | ﹤0.01% | 1153 |
|
|
2024
Q2 | $7.27K | Hold |
1,100
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q1 | $8.03K | Buy |
1,100
+100
| +10% | +$730 | ﹤0.01% | 1084 |
|
|
2023
Q4 | $9.95K | Buy |
+1,000
| New | +$9.95K | ﹤0.01% | 997 |
|