StoneX Group’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 | $223K | Buy |
+12,538
| New | +$223K | 0.01% | 745 |
|
|
2024
Q3 | – | Sell |
-20,638
| Closed | -$136K | – | 466 |
|
|
2024
Q2 | $136K | Buy |
20,638
+9,754
| +90% | +$64.5K | 0.06% | 311 |
|
|
2024
Q1 | $79.5K | Buy |
+10,884
| New | +$79.5K | 0.04% | 299 |
|
|
2023
Q4 | – | Sell |
-18,569
| Closed | -$148K | – | 441 |
|
|
2023
Q3 | $148K | Buy |
+18,569
| New | +$148K | 0.08% | 306 |
|
|
2023
Q2 | – | Sell |
-10,304
| Closed | -$62.5K | – | 458 |
|
|
2023
Q1 | $62.5K | Buy |
+10,304
| New | +$62.5K | 0.04% | 321 |
|