Strategic Advocates’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 | $1.32M | Hold |
72,482
| – | – | 0.39% | 42 |
|
|
2025
Q1 | $843K | Buy |
72,482
+210
| +0.3% | +$2.44K | 0.29% | 55 |
|
|
2024
Q4 | $1.11M | Sell |
72,272
-26
| -0% | -$400 | 0.38% | 41 |
|
|
2024
Q3 | $568K | Hold |
72,298
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $478K | Sell |
72,298
-132
| -0.2% | -$873 | 0.19% | 67 |
|
|
2024
Q1 | $529K | Buy |
72,430
+7,088
| +11% | +$51.7K | 0.2% | 71 |
|
|
2023
Q4 | $650K | Hold |
65,342
| – | – | 0.28% | 72 |
|
|
2023
Q3 | $522K | Buy |
+65,342
| New | +$522K | 0.25% | 72 |
|