SIC
SJS Investment Consulting’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17K | Sell |
119
-103
| -46% | -$1.88K | ﹤0.01% | 546 |
|
|
2025
Q1 | $2.58K | Buy |
222
+71
| +47% | +$826 | ﹤0.01% | 625 |
|
|
2024
Q4 | $2.33K | Buy |
151
+15
| +11% | +$231 | ﹤0.01% | 643 |
|
|
2024
Q3 | $1.07K | Buy |
+136
| New | +$1.07K | ﹤0.01% | 1048 |
|
|
2024
Q2 | – | Sell |
-54
| Closed | -$395 | – | 1706 |
|
|
2024
Q1 | $395 | Sell |
54
-600
| -92% | -$4.39K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $6.51K | Buy |
654
+440
| +206% | +$4.38K | ﹤0.01% | 353 |
|
|
2023
Q3 | $1.71K | Hold |
214
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $1.79K | Hold |
214
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $1.3K | Hold |
214
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $987 | Buy |
214
+104
| +95% | +$480 | ﹤0.01% | 938 |
|
|
2022
Q3 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 902 |
|
|
2022
Q1 | $1K | Hold |
134
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 476 |
|