Sound Income Strategies’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$38.5K | – | 1614 |
|
|
2024
Q4 | $38.5K | Hold |
2,500
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $19.7K | Hold |
2,500
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $16.5K | Hold |
2,500
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $18.3K | Hold |
2,500
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $24.9K | Hold |
2,500
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $20K | Sell |
2,500
-100
| -4% | -$799 | ﹤0.01% | 444 |
|
|
2023
Q2 | $21.7K | Buy |
2,600
+75
| +3% | +$626 | ﹤0.01% | 419 |
|
|
2023
Q1 | $15.3K | Buy |
+2,525
| New | +$15.3K | ﹤0.01% | 461 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$25.7K | – | 1016 |
|
|
2021
Q1 | $25.7K | Buy |
+1,500
| New | +$25.7K | ﹤0.01% | 319 |
|