San Luis Wealth 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 | $1.05M | Sell |
58,000
-1,716
| -3% | -$31K | 0.22% | 59 |
|
|
2025
Q1 | $685K | Sell |
59,716
-618
| -1% | -$7.09K | 0.15% | 69 |
|
|
2024
Q4 | $919K | Buy |
60,334
+89
| +0.1% | +$1.36K | 0.17% | 57 |
|
|
2024
Q3 | $466K | Hold |
60,245
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $392K | Buy |
60,245
+1,418
| +2% | +$9.23K | 0.09% | 82 |
|
|
2024
Q1 | $429K | Sell |
58,827
-154
| -0.3% | -$1.12K | 0.23% | 31 |
|
|
2023
Q4 | $587K | Sell |
58,981
-2,001
| -3% | -$19.9K | 0.25% | 29 |
|
|
2023
Q3 | $487K | Buy |
60,982
+286
| +0.5% | +$2.28K | 0.23% | 35 |
|
|
2023
Q2 | $506K | Sell |
60,696
-11
| -0% | -$92 | 0.18% | 116 |
|
|
2023
Q1 | $368K | Sell |
60,707
-832
| -1% | -$5.04K | 0.14% | 124 |
|
|
2022
Q4 | $284K | Sell |
61,539
-2,757
| -4% | -$12.7K | 0.26% | 61 |
|
|
2022
Q3 | $314K | Buy |
64,296
+205
| +0.3% | +$1K | 0.33% | 65 |
|
|
2022
Q2 | $338K | Buy |
64,091
+4,087
| +7% | +$21.6K | 0.39% | 45 |
|
|
2022
Q1 | $949K | Hold |
60,004
| – | – | 0.46% | 48 |
|
|
2021
Q4 | $949K | Sell |
60,004
-50
| -0.1% | -$791 | 0.97% | 26 |
|
|
2021
Q3 | $954K | Buy |
+60,054
| New | +$954K | 0.53% | 54 |
|