Sunbelt Securities’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 | $150K | Buy |
9,750
+9,000
| +1,200% | +$139K | 0.01% | 667 |
|
|
2025
Q1 | $8.72K | Sell |
750
-9,000
| -92% | -$105K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $152K | Buy |
9,750
+8,723
| +849% | +$136K | 0.01% | 664 |
|
|
2024
Q3 | $8.07K | Buy |
1,027
+277
| +37% | +$2.18K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $4.96K | Hold |
750
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q1 | $5.48K | Hold |
750
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q4 | $7.46K | Hold |
750
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q3 | $5.99K | Buy |
+750
| New | +$5.99K | ﹤0.01% | 1271 |
|