Soltis Investment Advisors’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 | $518K | Buy |
28,436
+501
| +2% | +$9.12K | 0.04% | 252 |
|
|
2025
Q1 | $325K | Sell |
27,935
-15,945
| -36% | -$185K | 0.03% | 288 |
|
|
2024
Q4 | $676K | Sell |
43,880
-72,372
| -62% | -$1.11M | 0.06% | 204 |
|
|
2024
Q3 | $914K | Sell |
116,252
-576
| -0.5% | -$4.53K | 0.09% | 160 |
|
|
2024
Q2 | $772K | Buy |
116,828
+76,400
| +189% | +$505K | 0.08% | 168 |
|
|
2024
Q1 | $295K | Buy |
40,428
+5,713
| +16% | +$41.7K | 0.03% | 249 |
|
|
2023
Q4 | $345K | Hold |
34,715
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $277K | Sell |
34,715
-1,962
| -5% | -$15.7K | 0.04% | 225 |
|
|
2023
Q2 | $306K | Hold |
36,677
| – | – | 0.04% | 216 |
|
|
2023
Q1 | $223K | Sell |
36,677
-100
| -0.3% | -$607 | 0.03% | 238 |
|
|
2022
Q4 | $170K | Hold |
36,777
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $179K | Buy |
36,777
+7,611
| +26% | +$37K | 0.03% | 221 |
|
|
2022
Q2 | $154K | Buy |
+29,166
| New | +$154K | 0.02% | 231 |
|