Sowell Financial Services’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 | $379K | Sell |
20,835
-1,458
| -7% | -$26.6K | 0.02% | 700 |
|
|
2025
Q1 | $259K | Buy |
+22,293
| New | +$259K | 0.01% | 830 |
|
|
2021
Q4 | – | Sell |
-45,058
| Closed | -$716K | – | 539 |
|
|
2021
Q3 | $716K | Buy |
+45,058
| New | +$716K | 0.05% | 347 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | – | – | 2394 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3292 |
|