Stone House Investment 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 | $419 | Buy |
+23
| New | +$419 | ﹤0.01% | 491 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$11.8K | – | 302 |
|
|
2024
Q3 | $11.8K | Hold |
1,500
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $9.92K | Sell |
1,500
-173
| -10% | -$1.14K | ﹤0.01% | 223 |
|
|
2024
Q1 | $12.2K | Hold |
1,673
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $16.6K | Hold |
1,673
| – | – | 0.01% | 130 |
|
|
2023
Q3 | $13.4K | Buy |
1,673
+1,500
| +867% | +$12K | ﹤0.01% | 142 |
|
|
2023
Q2 | $1.44K | Buy |
+173
| New | +$1.44K | ﹤0.01% | 286 |
|