Stratos Wealth Advisors’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 | $369K | Sell |
20,290
-4,290
| -17% | -$78.1K | 0.02% | 501 |
|
|
2025
Q1 | $286K | Buy |
24,580
+396
| +2% | +$4.61K | 0.02% | 560 |
|
|
2024
Q4 | $372K | Sell |
24,184
-8,426
| -26% | -$130K | 0.02% | 541 |
|
|
2024
Q3 | $256K | Buy |
32,610
+1,054
| +3% | +$8.28K | 0.01% | 645 |
|
|
2024
Q2 | $209K | Sell |
31,556
-17,556
| -36% | -$116K | 0.01% | 652 |
|
|
2024
Q1 | $359K | Buy |
49,112
+28,696
| +141% | +$209K | 0.02% | 525 |
|
|
2023
Q4 | $203K | Sell |
20,416
-3,340
| -14% | -$33.2K | 0.01% | 644 |
|
|
2023
Q3 | $190K | Buy |
+23,756
| New | +$190K | 0.01% | 628 |
|
|
2022
Q4 | – | Sell |
-30,671
| Closed | -$150K | – | 582 |
|
|
2022
Q3 | $150K | Buy |
+30,671
| New | +$150K | 0.02% | 481 |
|
|
2022
Q2 | – | Sell |
-20,913
| Closed | -$198K | – | 549 |
|
|
2022
Q1 | $198K | Buy |
+20,913
| New | +$198K | 0.02% | 504 |
|
|
2021
Q3 | – | Sell |
-16,531
| Closed | -$317K | – | 564 |
|
|
2021
Q2 | $317K | Buy |
+16,531
| New | +$317K | 0.03% | 431 |
|