Strategic Investment Solutions’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 | $2.82K | Sell |
155
-4,118
| -96% | -$75K | ﹤0.01% | 481 |
|
|
2025
Q1 | $49.7K | Buy |
4,273
+3,773
| +755% | +$43.9K | 0.01% | 195 |
|
|
2024
Q4 | $7.7K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $3.93K | Buy |
+500
| New | +$3.93K | ﹤0.01% | 456 |
|
|
2023
Q4 | $4.98K | Sell |
500
-31,000
| -98% | -$308K | ﹤0.01% | 865 |
|
|
2023
Q3 | $277K | Buy |
31,500
+31,000
| +6,200% | +$273K | ﹤0.01% | 465 |
|
|
2023
Q2 | $3.41K | Hold |
500
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $3.04K | Buy |
+500
| New | +$3.04K | ﹤0.01% | 821 |
|