Smith Anglin Financial’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 | – | Sell |
-14,450
| Closed | -$168K | – | 223 |
|
|
2025
Q1 | $168K | Sell |
14,450
-50
| -0.3% | -$582 | 0.02% | 204 |
|
|
2024
Q4 | $223K | Sell |
14,500
-500
| -3% | -$7.7K | 0.02% | 192 |
|
|
2024
Q3 | $118K | Buy |
15,000
+4,500
| +43% | +$35.4K | 0.01% | 196 |
|
|
2024
Q2 | $69.4K | Buy |
10,500
+200
| +2% | +$1.32K | 0.01% | 192 |
|
|
2024
Q1 | $75.2K | Hold |
10,300
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $102K | Sell |
10,300
-1,250
| -11% | -$12.4K | 0.01% | 178 |
|
|
2023
Q3 | $92.3K | Hold |
11,550
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $96.3K | Hold |
11,550
| – | – | 0.01% | 167 |
|
|
2023
Q1 | $70.1K | Buy |
+11,550
| New | +$70.1K | 0.01% | 164 |
|
|
2021
Q3 | – | Sell |
-10,046
| Closed | -$193K | – | 147 |
|
|
2021
Q2 | $193K | Buy |
+10,046
| New | +$193K | 0.04% | 139 |
|