SteelPeak Wealth’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 | $482K | Buy |
26,478
+801
| +3% | +$14.6K | 0.02% | 350 |
|
|
2025
Q1 | $299K | Sell |
25,677
-7,382
| -22% | -$85.9K | 0.01% | 392 |
|
|
2024
Q4 | $509K | Buy |
33,059
+13,594
| +70% | +$209K | 0.02% | 318 |
|
|
2024
Q3 | $153K | Buy |
+19,465
| New | +$153K | 0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-10,340
| Closed | -$54K | – | 420 |
|
|
2022
Q2 | $54K | Buy |
+10,340
| New | +$54K | ﹤0.01% | 380 |
|