Spire Wealth Management’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 | $1.28M | Sell |
70,194
-13,167
| -16% | -$240K | 0.05% | 318 |
|
|
2025
Q1 | $969K | Buy |
83,361
+3,985
| +5% | +$46.3K | 0.03% | 406 |
|
|
2024
Q4 | $1.22M | Buy |
79,376
+5,594
| +8% | +$86.1K | 0.04% | 346 |
|
|
2024
Q3 | $580K | Buy |
73,782
+4,995
| +7% | +$39.3K | 0.02% | 486 |
|
|
2024
Q2 | $455K | Sell |
68,787
-102,945
| -60% | -$680K | 0.02% | 503 |
|
|
2024
Q1 | $1.25M | Sell |
171,732
-4,400
| -2% | -$32.1K | 0.02% | 329 |
|
|
2023
Q4 | $1.32M | Sell |
176,132
-2,750
| -2% | -$20.6K | 0.04% | 301 |
|
|
2023
Q3 | $1.43M | Sell |
178,882
-1,550
| -0.9% | -$12.4K | 0.05% | 266 |
|
|
2023
Q2 | $1.5M | Buy |
180,432
+23,300
| +15% | +$194K | 0.06% | 269 |
|
|
2023
Q1 | $954K | Buy |
157,132
+25,900
| +20% | +$157K | 0.04% | 351 |
|
|
2022
Q4 | $605K | Buy |
131,232
+12,097
| +10% | +$55.8K | 0.03% | 329 |
|
|
2022
Q3 | $581K | Buy |
119,135
+50,581
| +74% | +$247K | 0.04% | 302 |
|
|
2022
Q2 | $361K | Buy |
+68,554
| New | +$361K | 0.01% | 573 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$12K | – | 2929 |
|
|
2021
Q1 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 2363 |
|