Stephens Consulting’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729 | Buy |
+40
| New | +$729 | ﹤0.01% | 778 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$3.93K | – | 538 |
|
|
2024
Q3 | $3.93K | Hold |
500
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $3.31K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $3.65K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $4.98K | Hold |
500
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $4.17K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $3.04K | Hold |
500
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $2.31K | Hold |
500
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $2.44K | Hold |
500
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $2.64K | Hold |
500
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $4.73K | Sell |
500
-500
| -50% | -$4.73K | ﹤0.01% | 435 |
|
|
2021
Q4 | $15.8K | Buy |
+1,000
| New | +$15.8K | 0.01% | 330 |
|