Stratos Wealth Partners’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 | $1.69M | Buy |
92,947
+5,995
| +7% | +$109K | 0.02% | 546 |
|
|
2025
Q1 | $1.01M | Buy |
86,952
+204
| +0.2% | +$2.37K | 0.02% | 656 |
|
|
2024
Q4 | $1.34M | Sell |
86,748
-1,713
| -2% | -$26.4K | 0.02% | 589 |
|
|
2024
Q3 | $695K | Sell |
88,461
-7,859
| -8% | -$61.8K | 0.01% | 808 |
|
|
2024
Q2 | $637K | Sell |
96,320
-12,202
| -11% | -$80.7K | 0.01% | 812 |
|
|
2024
Q1 | $792K | Sell |
108,522
-2,642
| -2% | -$19.3K | 0.01% | 729 |
|
|
2023
Q4 | $1.11M | Buy |
111,164
+36,825
| +50% | +$366K | 0.02% | 583 |
|
|
2023
Q3 | $594K | Buy |
74,339
+32,861
| +79% | +$263K | 0.01% | 763 |
|
|
2023
Q2 | $346K | Buy |
41,478
+3,129
| +8% | +$26.1K | 0.01% | 898 |
|
|
2023
Q1 | $233K | Buy |
38,349
+11,400
| +42% | +$69.2K | 0.01% | 977 |
|
|
2022
Q4 | $124K | Sell |
26,949
-11,378
| -30% | -$52.5K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $187K | Sell |
38,327
-12,921
| -25% | -$63K | 0.01% | 1030 |
|
|
2022
Q2 | $270K | Buy |
51,248
+4,000
| +8% | +$21.1K | 0.01% | 974 |
|
|
2022
Q1 | $446K | Buy |
47,248
+17,615
| +59% | +$166K | 0.01% | 851 |
|
|
2021
Q4 | $468K | Buy |
+29,633
| New | +$468K | 0.01% | 832 |
|