TD Waterhouse Canada’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 | $406K | Buy |
23,011
+18,432
| +403% | +$325K | ﹤0.01% | 700 |
|
|
2025
Q1 | $54.4K | Sell |
4,579
-3,980
| -47% | -$47.3K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $132K | Sell |
8,559
-4,653
| -35% | -$71.6K | ﹤0.01% | 878 |
|
|
2024
Q3 | $101K | Sell |
13,212
-1,000
| -7% | -$7.62K | ﹤0.01% | 884 |
|
|
2024
Q2 | $91.4K | Buy |
14,212
+1,696
| +14% | +$10.9K | ﹤0.01% | 901 |
|
|
2024
Q1 | $101K | Buy |
12,516
+4,693
| +60% | +$38K | ﹤0.01% | 901 |
|
|
2023
Q4 | $77.7K | Hold |
7,823
| – | – | ﹤0.01% | 855 |
|
|
2023
Q3 | $73.4K | Buy |
7,823
+1,105
| +16% | +$10.4K | ﹤0.01% | 828 |
|
|
2023
Q2 | $64.5K | Sell |
6,718
-7
| -0.1% | -$67 | ﹤0.01% | 870 |
|
|
2023
Q1 | $52.5K | Sell |
6,725
-550
| -8% | -$4.29K | ﹤0.01% | 890 |
|
|
2022
Q4 | $40.6K | Sell |
7,275
-105,592
| -94% | -$590K | ﹤0.01% | 944 |
|
|
2022
Q3 | $729K | Buy |
112,867
+22,254
| +25% | +$144K | 0.01% | 451 |
|
|
2022
Q2 | $589K | Buy |
90,613
+2,568
| +3% | +$16.7K | 0.01% | 500 |
|
|
2022
Q1 | $971K | Sell |
88,045
-155,522
| -64% | -$1.72M | 0.01% | 458 |
|
|
2021
Q4 | $4.37M | Buy |
+243,567
| New | +$4.37M | 0.04% | 236 |
|