Sigma Planning Corp’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $336K | Buy |
|
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $153K | Buy |
|
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $233K | Buy |
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