SeaCrest 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
Q1 | – | Sell |
-28,892
| Closed | -$445K | – | 692 |
|
|
2024
Q4 | $445K | Buy |
28,892
+2,400
| +9% | +$37K | 0.05% | 371 |
|
|
2024
Q3 | $208K | Hold |
26,492
| – | – | 0.02% | 601 |
|
|
2024
Q2 | $175K | Sell |
26,492
-1,318
| -5% | -$8.71K | 0.02% | 585 |
|
|
2024
Q1 | $203K | Sell |
27,810
-3,451
| -11% | -$25.2K | 0.02% | 568 |
|
|
2023
Q4 | $257K | Sell |
31,261
-5,980
| -16% | -$49.2K | 0.03% | 502 |
|
|
2023
Q3 | $298K | Sell |
37,241
-6,100
| -14% | -$48.7K | 0.04% | 457 |
|
|
2023
Q2 | $361K | Buy |
43,341
+100
| +0.2% | +$834 | 0.05% | 417 |
|
|
2023
Q1 | $262K | Sell |
43,241
-25,000
| -37% | -$152K | 0.04% | 502 |
|
|
2022
Q4 | $315K | Sell |
68,241
-18,000
| -21% | -$83K | 0.05% | 438 |
|
|
2022
Q3 | $421K | Sell |
86,241
-10,505
| -11% | -$51.3K | 0.06% | 343 |
|
|
2022
Q2 | $510K | Buy |
+96,746
| New | +$510K | 0.06% | 312 |
|
|
2021
Q2 | – | Sell |
-12,616
| Closed | -$216K | – | 719 |
|
|
2021
Q1 | $216K | Buy |
+12,616
| New | +$216K | 0.03% | 584 |
|