Sigma Planning Corp’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 | $1.1M | Buy |
60,653
+15,617
| +35% | +$284K | 0.03% | 471 |
|
|
2025
Q1 | $524K | Buy |
45,036
+1,634
| +4% | +$19K | 0.02% | 719 |
|
|
2024
Q4 | $668K | Buy |
43,402
+473
| +1% | +$7.28K | 0.02% | 624 |
|
|
2024
Q3 | $337K | Sell |
42,929
-13,084
| -23% | -$103K | 0.01% | 911 |
|
|
2024
Q2 | $370K | Buy |
56,013
+10,012
| +22% | +$66.2K | 0.01% | 838 |
|
|
2024
Q1 | $336K | Buy |
46,001
+32,008
| +229% | +$234K | 0.01% | 908 |
|
|
2023
Q4 | $139K | Sell |
13,993
-13,768
| -50% | -$137K | 0.01% | 799 |
|
|
2023
Q3 | $222K | Buy |
27,761
+4,902
| +21% | +$39.2K | 0.01% | 1049 |
|
|
2023
Q2 | $191K | Sell |
22,859
-2,266
| -9% | -$18.9K | 0.01% | 1108 |
|
|
2023
Q1 | $153K | Buy |
25,125
+650
| +3% | +$3.95K | 0.01% | 1208 |
|
|
2022
Q4 | $113K | Buy |
24,475
+2,613
| +12% | +$12K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $107K | Buy |
21,862
+1,183
| +6% | +$5.79K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $109K | Sell |
20,679
-4,371
| -17% | -$23K | ﹤0.01% | 1204 |
|
|
2022
Q1 | $237K | Buy |
25,050
+7,635
| +44% | +$72.2K | 0.01% | 1155 |
|
|
2021
Q4 | $275K | Buy |
17,415
+2,722
| +19% | +$43K | 0.01% | 1119 |
|
|
2021
Q3 | $233K | Buy |
+14,693
| New | +$233K | 0.01% | 1172 |
|